OPPENHEIM FAMILY FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OPPENHEIM FAMILY FUND INC (EIN 13-6158857)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2022-12-22
- IRS object ID
- 202243569349100304
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-22T12:28:27-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136158857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPENHEIM FAMILY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPE | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY CO ABA - J FERRARA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J OPPENHEIM JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2022-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | OPPENHEIM JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES FERRARA | PreparerPersonNm |
| PTIN | P00288604 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2022-12-22 | 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 | 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 | $11,820,118 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$429,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,905,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$103,857 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$97,283 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$103,857 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$503,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$67,391 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$103,857 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,256 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,256 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,643 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,643 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88,675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87,464 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $143,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $831,397 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $831,397 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $974,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $847,608 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,478,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $331,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,581 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,581 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,744,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,428,809 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,349,041 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,235,818 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,102,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,241,496 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,311,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,760,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,820,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,311,691 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,760,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,311,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,760,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,311,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,760,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,311,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,478,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,833,585 | SubtotalAmt |
| Other Decreases | $72,807 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,760,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | 2021-09-01 | 2022-08-31 | $1,850,484 | $2,449,395 | -$598,911 | -$598,911 |
| PUBLICLY TRADED SECURITIES - LT | 2020-09-01 | 2022-08-31 | $1,623,307 | $1,498,511 | $124,796 | $124,796 |
| THRU ADVANTAGE ADVISORS XANTHUS FUND, LLC - ST | 2021-09-01 | 2022-08-31 | $3,386,866 | -$3,386,866 | -$3,386,866 | |
| THRU ADVANTAGE ADVISORS XANTHUS FUND, LLC - LT | 2020-10-01 | 2022-08-31 | $3,431,811 | $3,431,811 | $3,431,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$429,170 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,985,777 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,042 | 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 | $4,042 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,042 | OverpaymentAmt |
| Applied To ES Tax | $4,042 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANCHIN BLOCK ANCHIN LLP | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J OPPENHEIM JR | |||||||||
| C/O ANCHIN BLOCK ANCHIN LLP 1375 | BROADWAY | NEW YORK | NY | 10018 | TREASURER | 2.00 | $0 | $0 | $0 |
| PAULA K OPPENHEIM | |||||||||
| C/O ANCHIN BLOCK ANCHIN LLP 1375 | BROADWAY | NEW YORK | NY | 10018 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LISA OPPENHEIM SCHULTZ | |||||||||
| C/O ANCHIN BLOCK ANCHIN LLP 1375 | BROADWAY | NEW YORK | NY | 10018 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECK MACK & OLIVER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 565 5TH AVENUE 19TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $38,256 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,151,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $566,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,931,469 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,650,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,650,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,445,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $672,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $672,276 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $672,276 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $672,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $672,276 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $847,608 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $847,608 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $672,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $787,748 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $847,608 | QualifyingDistributionsAmt |
| Applied To Year1 | $787,748 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $612,416 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAHAM FUND | ||||||||
| 1538 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| ACKERMAN INSTITUTE | ||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $50,000 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| ADOPOT A DOG INC | ||||||||
| PO BOX 11135 | GREENWICH | CT | 06831 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| AGRARIAN LAND TRUST | ||||||||
| 22 BUXTON SCHOOL RD | WEARE | NH | 03281 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| AMERICARES FOUNDATION INC | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| AT HOME IN GREENWICH | ||||||||
| 139 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 | |
| BRUCE MUSEUM INC | ||||||||
| ONE MUSEUM DRIVE | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,000 | |
| CANCER RESEARCH FUND OF THE DAMON RUNYON-WALTER WINCHELL FOUNDATION | ||||||||
| 55 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,537 | |
| CARE | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,500 | |
| CITY HARVEST INC | ||||||||
| 6 EAST 32ND STREET 5TH FL | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| COALITION FOR THE HOMELESS INC | ||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DR | HAMILTON | NY | 13346 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |
| COLUMBIA UNIVERSITY DIVISION OF GENERAL MEDICINE | ||||||||
| 622 WEST 113TH STREET MAIL | NEW YORK | NY | 10025 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| COMPASSION & CHOICES | ||||||||
| 8156 S WADSWORTH BLVD NO E162 | LITTLETON | CO | 80128 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| CONGREGATION EMANUEL OF WESTCHESTER | ||||||||
| 2125 WESTCHESTER AVENUE EAST | RYE | NY | 10580 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $6,765 | |
| CORNELL UNIVERSITY JOHNSON SCHOOL | ||||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |
| CREATIVE CONNECTIONS | ||||||||
| 447 W 50TH ST | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| DARTMOUTH COLLEGE | ||||||||
| 5 ALLEN STREET SUITE 250 | HANOVER | NH | 03755 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION | ||||||||
| 40 RICHARDS AVENUE FAIRFIELD | NORWALK | CT | 06854 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | COUNTYS COMMUNITY |
| FAMILY CENTERS | ||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| FAMILY REENTRY | ||||||||
| 75 WASHINGTON AVENUE | BRIDGEPORT | CT | 06604 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| FRESH AIR FUND | ||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| FRIENDS OF THE RIVERS OF VIRGINIA INC | ||||||||
| PO BOX 1750 | ROANOKE | VA | 240081750 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| FRIENDS SCHOOL OF BALTIMORE | ||||||||
| 5114 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| GEMS (GREENWICH EMERGENCY MEDICAL SERVICE INC | ||||||||
| 1111 E PUTNAM AVE | RIVERSIDE | CT | 06878 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| GLENVILLE FIRE DEPARTMENT | ||||||||
| 460 1ST AVE SW | GLENVILLE | MN | 56036 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| GREENWICH ACADEMY | ||||||||
| 200 NORTH MAPLE AVE | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| GREENWICH DEPARTMENT OF HUMAN SERVICES FUND INC | ||||||||
| 101 FIELD POINT RD | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| GREENWICH GREEN & CLEAN INC | ||||||||
| 113 PEMBERWICK RD | GREENWICH | CT | 06831 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| GREENWICH HOSPITAL FOUNDATION | ||||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $50,000 | |
| GREENWICH LIBRARY (TRUSTEES DEVELOPMENT FUND) | ||||||||
| 101 W PUTNAM AVE TRUSTEES | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN | NY | 10598 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,500 | |
| HEBREW UNION COLLEGE | ||||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 45220 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| HOLE IN THE WALL CAMP FUND | ||||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| HORIZONS AT NORWALK COMMUNITY COLLEGE INC | ||||||||
| PO BOX 244 | NORWALK | CT | 06853 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| HS2 AT CRMS (COLORADO ROCKY MOUNTAIN SCHOOL) | ||||||||
| 1493 COUNTY RD 106 | CARBONDALE | CO | 81623 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $40,000 | |
| HUNTER COLLEGE FOUNDATION INC | ||||||||
| 695 PARK AVENUE ROOM 1601E | NEW YORK | NY | 100655024 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,750 | |
| INTERNATIONAL OCD FOUNDATION INC | ||||||||
| 55 COURT STREET STE 310 | BOSTON | MA | 02108 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| JHPIEGO (JOHN HOPKINS) | ||||||||
| 1615 THAMES STREET | BALTIMORE | MD | 21231 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| JUMPSTART FOR YOUNG CHILDREN | ||||||||
| 50 HURT PLAZA SESTE 1142 | ATLANTA | GA | 30303 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| KIDS IN CRISIS INC | ||||||||
| 1 SALEM STREET | COS COB | CT | 06807 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| KING BAUDOUIN FOUNDATION US INC | ||||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| LAUREL HOUSE | ||||||||
| 1616 WASHINGTON BLVD | STAMFORD | CT | 06902 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| LITERACY INC | ||||||||
| 5030 BROADWAY NO 641 | NEW YORK | NY | 10034 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| MACULAR DEGENERATION ASSSOCIATION | ||||||||
| 5969 CATTLERIDGE BLVD STE 100 | SARASOTA | FL | 34232 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| MADD | ||||||||
| 511 E JOHN CARPENTER FWY SUITE 700 | IRVING | TX | 75062 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| MAKING HEADWAY FOUNDATION INC | ||||||||
| 115 KING STREET | CHAPPAQUA | NY | 10514 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| MEALS ON WHEELS | ||||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| METROPOLITIAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| MIRACLEFEET | ||||||||
| 107 CONNER DRIVE STE 230 | CHAPEL HILL | NC | 27514 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| MONTEFIORE HOSPITAL | ||||||||
| 3450 WAYNE AVE | BRONX | NY | 104672510 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |
| MUSEUM AT ELDRIDGE STREET | ||||||||
| 12 ELDRIDGE STREET | NEW YORK | NY | 10002 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| NAMI | ||||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |
| NATURE CONSERVANCY INC | ||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| NEW CANAAN COMMUNITY FOUNDATION | ||||||||
| 111 CHERRY STREET | NEW CANAAN | CT | 06840 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| NEW CANAAN COUNTRY SCHOOL INC | ||||||||
| PO BOX 997 | NEW CANAAN | CT | 06840 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 FIFTH AVENUE SUITE 3RD FL | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |
| NEW YORK TIMES NEEDIEST CASES FUND | ||||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| NORWALK COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 188 RICHARDS AVE SUITE E31 | NORWALK | CT | 06854 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| OMPRAKASH FOUNDATION | ||||||||
| 2311 N 45TH ST | SEATTLE | WA | 98103 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| ORBIS | ||||||||
| 520 EIGHTH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| PARK CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 681499 | PARK CITY | UT | 84060 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| PARKINSON RESEARCH FOUNDATION | ||||||||
| 5969 CATTLERIDGE BLVD STE 100 | SARASOTA | FL | 34232 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| PATHWAYS INC | ||||||||
| 33 DENISON PARKWAY WEST | CORNING | NY | 14830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| PEGASUS THERAPEUTIC RIDING | ||||||||
| PO BOX 13508 | PALM DESERT | CA | 92255 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $30,000 | |
| RANGELEY LAKES HERITAGE TRUST INC | ||||||||
| 2424 MAIN ST | RANGELEY | ME | 04970 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $75,000 | |
| RANGELEY LAKES REGION HISTORICAL SOCIETY | ||||||||
| PO BOX 521 | RANGELEY | ME | 04970 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| RANGELEY REGION HEALTH & WELLNESS | ||||||||
| 25 DALLAS HILL ROAD | RANGELEY | ME | 04970 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $61,295 | |
| RANGELEY ROTARY CLUB | ||||||||
| PO BOX 495 | RANGELEY | ME | 04970 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| RAZOM INC | ||||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| REACH PREP | ||||||||
| 6704 W 12TH ST | OVERLAND PARK | KS | 662090000 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| RANGELEY FRIENDS OF THE ARTS | ||||||||
| 2493 MAIN STREET | RANGELEY | ME | 04970 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| RIVER HOUSE | ||||||||
| PO BOX 661 | GRAYLING | MI | 49738 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| RONALD MCDONALD | ||||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| SAFE HORIZON INC | ||||||||
| 2 LAFAYETTE STREET3RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $300 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| SPRING LAKE RANCH INC | ||||||||
| 1169 SPRING LAKE RD | SHREWSBURY | VT | 05738 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $7,000 | |
| STAYING PUT IN NEW CANAAN INC | ||||||||
| PO BOX 484 | NEW CANAAN | CT | 06840 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| SUSAN G KOMEN BREAST CANCER FDN INC | ||||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| THE BROTHERHOOD SISTER SOL | ||||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $70,000 | |
| THE DOE FUND | ||||||||
| 345 EAST 102ND STREET | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| THE SUMMER CAMP INC | ||||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| THE TAFT SCHOOL | ||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 | |
| UJA FEDERATION OF GREENWICH INC | ||||||||
| 1 HOLLY HILL LN | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $25,000 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,000 | |
| UNITED WAY OF GREENWICHINC | ||||||||
| 500 WEST PUTNAM AVENUE 415 | GREENWICH | CT | 06830 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $35,000 | |
| UNTERMEYER GARDENS CONSERVANCY INC | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| VISITING NURSE SERVICE OF NEW YORK | ||||||||
| 220 EAST 42ND STREET 6TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| WNET | ||||||||
| 825 8TH AVE FL 14 | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $12,000 | |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT | ||||||||
| 2633 LINCOLN BOULEVARD 338 | SANTA MONICA | CA | 90405 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| MAINE INSIDE OUT | ||||||||
| PO BOX 1062 | LEWISTON | ME | 04243 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $831,397 | 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) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $860 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,034 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$436,204 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM PARTNERSHIP | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6,574 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$97,283 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,320 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$504,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$503,135 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INCORPORATED | $24,024 | $22,406 |
| AIA GROUP LTD SPONSORED ADR | $51,543 | $47,494 |
| ALCON AG ORD SHS | $28,461 | $33,825 |
| ALPHABET INC CAP STK CL C | $18,752 | $37,111 |
| AMAZON COM INC | $45,307 | $59,328 |
| AMERICAN FINL GROUP INC OHIO | $31,631 | $28,345 |
| AMERICAN INTL GROUP INC COM NEW | $26,805 | $23,908 |
| ASHLAND INC | $36,482 | $33,886 |
| AUTODESK INC | $42,716 | $37,927 |
| AVANTOR INC | $22,354 | $17,088 |
| BURLINGTON STORES INC | $26,231 | $23,131 |
| CHAMPIONX CORPORATION | $39,588 | $33,609 |
| CHINA MENGNIU DAIRY CO LTD | $47,923 | $34,734 |
| CIENA CORP COM NEW | $23,898 | $25,421 |
| CLARIVATE PLC ORD SHS | $46,947 | $37,192 |
| CORTEVA INC | $42,985 | $42,694 |
| DANAHER CORPORATION | $79,489 | $70,986 |
| DASSAULT SYSTEMS | $22,548 | $30,340 |
| DZS INC | $31,919 | $22,787 |
| ENVISTA HOLDINGS CORPORATION | $36,742 | $32,120 |
| EQUINIX INC REIT | $24,176 | $31,554 |
| FLEETCOR TECHNOLOGIES INC | $28,412 | $27,629 |
| G III APPAREL GROUP | $22,025 | $17,720 |
| HANCOCK WHITNEY CORP | $31,522 | $30,964 |
| HDFC BANK LTD SPONSORED ADS | $48,826 | $54,090 |
| HEINEKEN NV SPONSORED ADR L1 | $36,980 | $35,622 |
| HUMANA INC | $32,464 | $34,206 |
| ICON PLC | $45,684 | $35,251 |
| INFOSYS LTD SPONSORED ADR | $24,569 | $41,212 |
| INTUITIVE SURGICAL INC COM NEW | $23,643 | $30,244 |
| INUTIT | $44,420 | $40,587 |
| JOHNSON & JOHNSON | $37,335 | $33,720 |
| KAMAN CORP | $38,750 | $32,354 |
| KIRBY CORP | $66,342 | $61,159 |
| LAMB WESTON HLDGS INC | $35,615 | $41,435 |
| LINDE PLC | $14,794 | $22,063 |
| LKQ CORP | $24,304 | $24,694 |
| LPL FINL HLDGS INC | $37,271 | $40,725 |
| MADDEN STEVEN LTD | $26,340 | $20,057 |
| MARATHON OIL CORP | $33,219 | $26,434 |
| MARRIOT VACATIONS WORLDWIDE C | $18,243 | $17,233 |
| MASTERCARD INCORPORATED CL A | $22,536 | $20,111 |
| MEDTRONIC PLC | $51,721 | $35,344 |
| MERCADOLIBRE INC | $41,367 | $34,214 |
| MICROCHIP TECHNOLOGY INC. | $18,078 | $17,096 |
| MICROSOFT CORP | $27,964 | $49,418 |
| MSCI INC | $46,621 | $39,533 |
| NESTLE S A SPONSORED ADR | $22,959 | $26,339 |
| NEXETRA EVERGY INC | $27,908 | $30,026 |
| NOVO-NORDISK A S ADR | $16,604 | $34,164 |
| NVENT ELECTRONIC PLC | $20,803 | $18,688 |
| PAYA HOLDINGS INC COM CL A | $19,589 | $20,102 |
| PTC INC | $25,029 | $24,586 |
| QUALCOMM INC | $19,671 | $18,650 |
| QUIDELORTHO CORP | $30,409 | $25,522 |
| RECRUIT HLDGS CO LTD UNSPONSORD ADR | $47,883 | $30,232 |
| REGAL REXNORD CORPORATION | $27,679 | $29,444 |
| S&P GLOBAL INC | $23,512 | $25,709 |
| SALESFORCE COM INC | $45,646 | $40,903 |
| SAP SE SPON ADR | $29,484 | $21,987 |
| SCHWAB CHARLES CORP | $24,170 | $23,910 |
| SKYLINE CHAMPION CORPORATION | $12,235 | $12,524 |
| STATE STR CORP | $22,227 | $22,009 |
| STERIS PLC SHS USD | $39,795 | $37,658 |
| TENABLE HLDGS INC | $31,730 | $25,390 |
| TRUIST FINL CORP | $30,895 | $29,369 |
| VALMONT INDS INC | $34,184 | $36,540 |
| VISA INC COM CL A | $47,543 | $54,049 |
| WEBSTER FINL CORP | $39,239 | $37,170 |
| WOODWARD INC | $25,853 | $23,733 |
| WORKDAY INC CL A | $53,185 | $39,824 |
| YUM BRANDS INC | $29,884 | $35,931 |
| XENIA HOTELS & RESORTS INC REIT | $14,288 | $11,800 |
| XP INC CL A | $36,839 | $23,781 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ELECTRON GLOBAL FUND, LTD | AT COST | $2,500,000 | $3,636,537 |
| OTHER ASSETS | AT COST | $9,688 | $9,688 |
| SURVETTA OFFSHORE FUND LTD | AT COST | $2,750,000 | $2,250,174 |
| EMERSON POINT CAPITAL OVERSEAS LP | AT COST | $2,200,000 | $1,671,507 |
| XANTHUS FUND LLC | AT COST | $2,642,700 | $1,673,590 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $72,807 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FROM PARTNERSHIP INVESTMENT | $87,464 | $87,464 | $0 | $0 |
| BANK FEES | $461 | $0 | $0 | $461 |
| STATE FILING FEES | $750 | $0 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | -$103,857 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$97,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$103,857 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $38,256 | Amt |
| Net Investment Income | $38,256 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAXES | CategoryTxt |
| Amt | $1,643 | Amt |
| Net Investment Income | $1,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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