HEARTFELT WINGS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEARTFELT WINGS FOUNDATION INC (EIN 47-4805154)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349106499
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:20:41-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474805154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTFELT WINGS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARIANNE DOLAN WEBER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD BACCARI | InCareOfNm |
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 9148045478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE DOLAN WEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9148045478 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIANNE | PersonFirstNm |
| Person Last | DOLAN WEBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN MAZZENGA | PreparerPersonNm |
| PTIN | P00132133 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2022-10-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $24,395,441 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $289,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,870,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,439,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,870,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,160,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,154,660 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $203 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,637 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,319 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,318 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,161 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,691 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $909 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,827 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,763 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,726,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,726,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,772,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,729,085 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,388,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,117,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $494,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $348,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $348,785 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,516 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,300 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,300 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,787,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,088,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,088,923 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,761,879 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,669,272 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,669,272 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $200,985 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $272,356 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,638 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,833 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,714 | LandBOYAmt |
| Land EOY | $7,805 | LandEOYAmt |
| Land EOYFMV | $7,805 | LandEOYFMVAmt |
| Total Assets BOY | $26,262,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,395,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,395,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,262,004 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,395,441 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,262,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,395,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,262,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,395,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,262,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,388,091 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,650,095 | SubtotalAmt |
| Other Decreases | $4,254,654 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,395,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES- LONG TERM: COVERED | P | $4,238,203 | $3,910,420 | $327,783 | $327,783 |
| PUBLICLY TRADED SECURITIES- LONG TERM: NONCOVERED | P | $139,481 | $135,189 | $4,292 | $4,292 |
| PUBLICLY TRADED SECURITIES- SHORT TERM COVERED | P | $4,367,872 | $4,516,068 | -$148,196 | -$148,196 |
| PUBLICLY TRADED SECURITIES- LONG TERM NONCOVERED | P | $3,680,794 | $3,680,794 | $3,680,794 | |
| PUBLICLY TRADED SECURITIES: LONG TERM COVERED | P | $7,990 | $7,818 | $172 | $172 |
| PUBLICLY TRADED SECURITIES- LONG TERM NONCOVERED | P | $4,839 | $4,839 | $4,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,870,267 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,236 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $57,236 | SubtotalAmt |
| Tax Based On Investment Income | $57,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $68,300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,064 | OverpaymentAmt |
| Applied To ES Tax | $11,064 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BACCARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148045478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MARIANNE DOLAN WEBER | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| MARIANNE ROSE WEBER | ||||||||
| 33 SOUTHARD AVE | ROCKVILLE CENTRE | NY | 11570 | SECRETARY | 1.0 | $0 | $0 | $0 |
| CHARLES F DOLAN | ||||||||
| 34 ACORN LANE | YORKTOWN HEIGHTS | NY | 10598 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| RICHARD BACCARI | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | TREASURER | 1.0 | $0 | $0 | $0 |
| KATHLEEN M DOLAN | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,669,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $279,452 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,295,087 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,295,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $394,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,900,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,295,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,295,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,236 | TotalTaxAmt |
| Distributable Before Adj | $1,237,797 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,237,797 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,237,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,729,085 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,729,085 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,237,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $850,469 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $350,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $518,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,720,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,729,085 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,237,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $491,288 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,211,354 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,211,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $850,469 | ExcessFromYear3Amt |
| Excess From Year2 | $350,663 | ExcessFromYear2Amt |
| Excess From Year1 | $518,934 | ExcessFromYear1Amt |
| Excess From Current Year | $491,288 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARIANNE DOLAN WEBER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | SUMMER INTERN GRANT PROGRAM | $12,000 |
| Cold Spring Harbor Laboratory | |||||||
| PO BOX 100 ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | Dolan DNA Learning Center | $125,000 |
| Fairfield University | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | General Fund | $1,500,000 |
| American Group Psychotherapy Association | |||||||
| PO BOX 95876 | seattle | WA | 98145 | none | PC | Camp Galaxy | $10,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | none | PC | BIKE HHS- To raise critical funds for patient care, research, and education at Hospital for Special Surgery to enable people around the world to MOVE better. | $1,000 |
| BONE MARROW AND CANCER FOUNDATION | |||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | NONE | PC | Gift in Memory of Diane Lohan | $1,000 |
| Fairfield University | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | the FAIRFIELD FUND | $50,000 |
| PURPLE CRAYON PRODUCTIONS INC | |||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | Theater Contribution | $2,500 |
| PURPLE CRAYON PRODUCTIONS INC | |||||||
| PO BOX 1014 | YOKRTOWN HEIGHTS | NY | 10598 | NONE | PC | GENERAL OPERATING EXPENSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,726,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFIELD UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 NORTH BENSON ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION & ACADEMIC PROGRAMMING | GrantOrContributionPurposeTxt |
| Amt | $1,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,870,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,160,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,160,160 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,637 | Amt |
| Net Investment Income | $2,319 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,318 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2015-09-03 | AcquiredCompletedOrExpendedDt |
| Amortized | $13,638 | AmortizedAmt |
| Deduction For Prior Years | $5,833 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0 | AmortizationPeriodRt |
| Current Year Amortization | $909 | CurrentYearAmortizationAmt |
| Total Amortization | $6,742 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME BOND | $43,661 | $43,661 |
| FIXED INCOME- STATEMENT A | $8,625,611 | $8,625,611 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITY | $5,651,958 | $5,651,958 |
| PUBLICLY TRADED SECURITY | ||
| PUBLICLY TRADED SECURITY | ||
| EQUITIES- STATEMENT B | $5,801,201 | $5,801,201 |
| EQUITIES- STATEMENT B | $166,595 | $166,595 |
| PUBLICLY TRADED SECURITIES | $3,469,169 | $3,469,169 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND | FMV | $27,559 | $27,559 |
| WALTON STREET REAL EST FUND | FMV | $244,797 | $244,797 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORGANIZATION COSTS | CategoryOrItemTxt |
| Cost Or Other Basis | $13,638 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,742 | AccumulatedDepreciationAmt |
| Book Value | $6,896 | BookValueAmt |
| EOYFMV | $7,805 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $203 | LegalFeesAmt |
| Disbursements Charitable Prps | $203 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON PORTFOLIO | Desc |
| Amt | $4,254,654 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASS THRU DEDUCTIONS- K-1 | $2,763 | $2,763 | |
| MISCELLANEOUS EXPENSES | $64 | $64 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $29,683 | Amt |
| Net Investment Income | $29,161 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHOLDING | $2,691 | $2,691 |
| FEDERAL EXCISE TAX EXPENSE | $4,619 |
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