PANWY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PANWY FOUNDATION INC (EIN 13-6130759)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-02
IRS object ID
202143069349101444
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-02T14:27:39-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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
ZIP191032499ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 NO 3100AddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRALPH M WYMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2036616616PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRALPHPersonFirstNm
Person LastWYMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILLIP GROFFPreparerPersonNm
PTINP01247783PTIN
Phone2672567000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,017,258FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$85,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$69,703DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,703DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$62,402NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$735,136GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$62,402CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$217,105TotalRevAndExpnssAmt
Total Net Invst Incm$132,105TotalNetInvstIncmAmt
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$59,719OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,719OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,115TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$476OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$67,310TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$59,719TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$270,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$270,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$337,335TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$59,719TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$270,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$120,230ExcessRevenueOverExpensesAmt
Net Investment Income$72,386NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$243,747SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$125,654SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$125,654SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$4,050AcctRcvblBOYAmt
Other Investments BOY$3,094,107OtherInvestmentsBOYAmt
Other Investments EOY$3,191,819OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,884,976OtherInvestmentsEOYFMVAmt
Other Assets BOY-$270,783OtherAssetsBOYAmt
Other Assets EOY-$328,049OtherAssetsEOYAmt
Other Assets EOYFMV$6,628OtherAssetsEOYFMVAmt
Total Assets BOY$3,071,121TotalAssetsBOYAmt
Total Assets EOY$2,989,424TotalAssetsEOYAmt
Total Assets EOYFMV$5,017,258TotalAssetsEOYFMVAmt
Accounts Payable EOY$36,903AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,903TotalLiabilitiesEOYAmt
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$3,071,121RetainedEarningBOYAmt
Retained Earning EOY$2,952,521RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,071,121TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,952,521TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,071,121TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,989,424TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,071,121TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$120,230ExcessRevenueOverExpensesAmt
Other Increases$1,630OtherIncreasesAmt
Subtotal$2,952,521SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,952,521TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (150 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SPDR GOLD TRUSTP2020-12-312008-05-02$762$390$372$372
SPDR GOLD TRUSTP2020-12-312008-06-19$48$26$22$22
ARTISAN INTL VALUE FUND-ADVP2020-05-072012-10-12$45,000$45,864-$864-$864
DFA INTL SMALL CAP VALUE PTP2020-01-172013-12-11$836$852-$16-$16
VANGUARD FTSE EMERGING MARKETS ETFP2020-04-082015-05-28$59,986$73,415-$13,429-$13,429
VANGUARD FTSE EMERGING MARKETS ETFP2020-05-072015-05-28$10,006$11,931-$1,925-$1,925
VANGUARD FTSE EMERGING MARKETS ETFP2020-05-072017-11-01$19,995$25,088-$5,093-$5,093
VANGUARD FTSE EMERGING MARKETS ETFP2020-05-212017-11-01$15,813$19,264-$3,451-$3,451
VANGUARD INTER TEM CORP BOND ETFP2020-05-212019-05-24$5,081$4,799$282$282
CULLEN HIGH DIVIDEND EQ-IP2020-05-212019-11-04$133$133$0$0
CHECK POINT SOFTWARE TECH LTDP2020-05-202019-11-08$1,179$1,179$0$0
3M COP2020-05-152019-11-15$1,638$2,070-$432-$432
3M COP2020-05-152019-11-15$682$682$0$0
ACCENTURE PLC CL AP2020-03-182019-11-15$920$1,179-$259-$259
ACCENTURE PLC CL AP2020-03-182019-11-15$920$920$0$0
ACCENTURE PLC CL AP2020-03-232019-11-15$1,881$2,555-$674-$674
ALPHABET INC CL CP2020-01-282019-11-15$1,453$1,329$124$124
BOOKING HOLDINGS INCP2020-03-122019-11-15$1,289$1,859-$570-$570
CHECK POINT SOFTWARE TECH LTDP2020-04-162019-11-15$2,939$2,939$0$0
CHECK POINT SOFTWARE TECH LTDP2020-08-312019-11-15$1,397$1,282$115$115
COMCAST CORP-CL AP2020-03-272019-11-15$6,023$7,646-$1,623-$1,623
DANAHER CORPP2020-01-312019-11-15$3,057$2,697$360$360
LINDE PLCP2020-07-202019-11-15$3,842$3,344$498$498
LOWES COS INCP2020-05-122019-11-15$2,501$2,526-$25-$25
LOWES COS INCP2020-05-122019-11-15$2,160$2,160$0$0
LOWES COS INCP2020-05-132019-11-15$2,215$2,297-$82-$82
MICROSOFT CORPP2020-01-312019-11-15$2,045$1,796$249$249
MICROSOFT CORPP2020-02-102019-11-15$935$748$187$187
MICROSOFT CORPP2020-03-262019-11-15$742$742$0$0
MONDELEZ INTERNATIONAL INCP2020-03-232019-11-15$1,223$1,528-$305-$305
MONDELEZ INTERNATIONAL INCP2020-03-232019-11-15$1,096$1,096$0$0
QIAGEN NVP2020-01-282019-11-15$3,225$3,536-$311-$311
QIAGEN NVP2020-03-272019-11-15$1,085$1,016$69$69
QIAGEN NVP2020-06-232019-11-15$3,751$3,273$478$478
THERMO FISHER SCIENTIFIC INCP2020-03-182019-11-15$2,007$2,007$0$0
XYLEM INCP2020-09-152019-11-15$1,437$1,327$110$110
ACCENTURE PLC CL AP2020-11-302019-11-15$1,238$983$255$255
AMPHENOL CORPP2020-12-302019-11-15$1,430$1,126$304$304
CHECK POINT SOFTWARE TECH LTDP2020-11-302019-11-15$1,996$1,982$14$14
CHECK POINT SOFTWARE TECH LTDP2020-12-302019-11-15$1,488$1,282$206$206
LINDE PLCP2020-11-172019-11-15$7,072$5,852$1,220$1,220
TEXAS INSTRUMENTS INCP2020-11-302019-11-15$1,590$1,182$408$408
THERMO FISHER SCIENTIFIC INCP2020-04-212019-12-07$637$637$0$0
DFA INTL SMALL CAP VALUE PTP2020-01-172019-12-16$24$24$0$0
DFA L/C INTERNATIONAL PORTFP2020-01-172019-12-16$6$6$0$0
VANGUARD S/T INVEST GR-ADMP2020-05-222020-02-28$354$354$0$0
DANAHER CORPP2020-04-302020-04-09$820$732$88$88
THERMO FISHER SCIENTIFIC INCP2020-04-212020-04-09$637$617$20$20
DANAHER CORPP2020-07-102020-05-08$2,023$1,795$228$228
DANAHER CORPP2020-07-312020-05-08$1,208$979$229$229
DANAHER CORPP2020-10-012020-05-08$431$326$105$105
DANAHER CORPP2020-10-012020-05-08$430$326$104$104
MICROSOFT CORPP2020-06-232020-05-08$2,228$2,028$200$200
MICROSOFT CORPP2020-07-102020-05-08$2,122$1,844$278$278
THERMO FISHER SCIENTIFIC INCP2020-09-292020-05-08$435$334$101$101
THERMO FISHER SCIENTIFIC INCP2020-10-012020-05-08$892$667$225$225
ILLUMINA INCP2020-09-212020-09-08$5,078$6,499-$1,421-$1,421
ALPHABET INC CL CP2020-10-302020-09-22$1,631$1,451$180$180
CULLEN HIGH DIVIDEND EQ-IP2020-05-212019-11-29$97$126-$29-$29
CULLEN HIGH DIVIDEND EQ-IP2020-05-212019-11-04$10,771$13,776-$3,005-$3,005
DANAHER CORPP2020-10-282020-05-08$705$490$215$215
DANAHER CORPP2020-10-282020-04-09$3,994$2,488$1,506$1,506
DFA US LARGE COMPANY PORTP2020-02-072019-12-16$15,103$14,459$644$644
DFA US LARGE COMPANY PORTP2020-02-082019-09-27$4,783$4,278$505$505
DFA US LARGE COMPANY PORTP2020-02-092019-06-27$6,331$5,585$746$746
DFA US LARGE COMPANY PORTP2020-02-102019-03-28$5,694$4,836$858$858
DISNEY WALT CO NEWP2020-06-252019-11-15$3,963$5,215-$1,252-$1,252
DISNEY WALT CO NEWP2020-06-252020-05-08$550$538$12$12
DISNEY WALT CO NEWP2020-06-252020-04-09$771$739$32$32
ELECTRONIC ARTS INCP2020-05-012020-04-09$565$543$22$22
ELECTRONIC ARTS INCP2020-05-012019-11-15$1,130$977$153$153
FPA CRESCENT FUNDP2020-01-132019-12-18$1,997$1,963$34$34
FPA CRESCENT FUNDP2020-01-132019-06-27$1,286$1,237$49$49
LOWES COS INCP2020-06-022019-11-11$2,491$2,184$307$307
LOWES COS INCP2020-06-022019-11-15$131$115$16$16
THERMO FISHER SCIENTIFIC INCP2020-07-102019-12-21$768$685$83$83
THERMO FISHER SCIENTIFIC INCP2020-07-102020-05-08$1,919$1,668$251$251
THERMO FISHER SCIENTIFIC INCP2020-10-282020-05-08$961$667$294$294
THERMO FISHER SCIENTIFIC INCP2020-10-282020-04-09$3,845$2,470$1,375$1,375
3M COP2020-09-082019-11-08$821$922-$101-$101
3M COP2020-09-082019-11-15$2,463$2,588-$125-$125
3M COP2020-09-082020-04-09$985$887$98$98
ARTISAN INTL VALUE FUND-ADVP2020-04-082019-11-14$8,090$10,286-$2,196-$2,196
ARTISAN INTL VALUE FUND-ADVP2020-04-082019-06-07$2,446$3,009-$563-$563
CALVERT INTL EQUITY FUND-IP2020-05-072020-01-17$1,523$1,800-$277-$277
CALVERT INTL EQUITY FUND-IP2020-05-072019-12-27$3,487$4,054-$567-$567
CALVERT INTL EQUITY FUND-IP2020-05-072019-09-27$19,990$21,133-$1,143-$1,143
CHECK POINT SOFTWARE TECH LTDP2020-05-202019-11-08$1,393$1,555-$162-$162
CHECK POINT SOFTWARE TECH LTDP2020-05-202019-11-15$643$699-$56-$56
CHECK POINT SOFTWARE TECH LTDP2020-07-222019-10-27$1,358$1,311$47$47
CHECK POINT SOFTWARE TECH LTDP2020-07-222019-11-15$3,456$3,264$192$192
QIAGEN NVP2020-05-202020-05-08$775$771$4$4
QIAGEN NVP2020-05-202020-04-09$1,076$998$78$78
QIAGEN NVP2020-05-202019-11-15$1,291$1,128$163$163
VANGUARD S/T INVEST GR-ADMP2020-05-222020-02-03$385$385$0$0
VANGUARD S/T INVEST GR-ADMP2020-05-222019-09-03$394$393$1$1
VANGUARD S/T INVEST GR-ADMP2020-05-222019-11-01$406$404$2$2
VANGUARD S/T INVEST GR-ADMP2020-05-222019-10-01$398$395$3$3
VANGUARD S/T INVEST GR-ADMP2020-05-222019-12-03$409$406$3$3
VANGUARD S/T INVEST GR-ADMP2020-05-222020-01-03$421$418$3$3
VANGUARD S/T INVEST GR-ADMP2020-05-222020-05-01$366$363$3$3
VANGUARD S/T INVEST GR-ADMP2020-05-222019-07-01$429$425$4$4
VANGUARD S/T INVEST GR-ADMP2020-05-222019-08-02$413$409$4$4
VANGUARD S/T INVEST GR-ADMP2020-05-222019-06-04$445$439$6$6
VANGUARD S/T INVEST GR-ADMP2020-05-222020-04-01$383$372$11$11
ARTISAN INTL VALUE FUND-ADVP2020-04-082017-11-21$9,761$13,453-$3,692-$3,692
ARTISAN INTL VALUE FUND-ADVP2020-04-082013-11-21$14,578$18,772-$4,194-$4,194
ARTISAN INTL VALUE FUND-ADVP2020-04-082014-11-19$13,775$17,179-$3,404-$3,404
ARTISAN INTL VALUE FUND-ADVP2020-04-082015-11-19$12,901$15,222-$2,321-$2,321
ARTISAN INTL VALUE FUND-ADVP2020-04-082018-11-20$13,288$15,399-$2,111-$2,111
ARTISAN INTL VALUE FUND-ADVP2020-04-082016-11-17$7,637$8,740-$1,103-$1,103
ARTISAN INTL VALUE FUND-ADVP2020-04-082012-12-19$2,632$2,904-$272-$272
ARTISAN INTL VALUE FUND-ADVP2020-04-082012-10-12$14,892$15,507-$615-$615
DFA L/C INTERNATIONAL PORTFP2020-12-312017-12-14$256$252$4$4
DFA L/C INTERNATIONAL PORTFP2020-12-312017-09-28$699$673$26$26
DFA US LARGE COMPANY PORTP2020-02-072018-09-27$6,410$5,670$740$740
DFA US LARGE COMPANY PORTP2020-02-072018-06-28$6,135$5,060$1,075$1,075
DFA US LARGE COMPANY PORTP2020-02-072017-12-14$10,787$8,664$2,123$2,123
DFA US LARGE COMPANY PORTP2020-02-072018-03-28$3,712$2,935$777$777
DFA US LARGE COMPANY PORTP2020-02-072018-12-17$16,071$12,324$3,747$3,747
DFA US LARGE COMPANY PORTP2020-02-072017-09-28$5,950$4,544$1,406$1,406
DFA US LARGE COMPANY PORTP2020-02-072017-06-29$6,256$4,604$1,652$1,652
DFA US LARGE COMPANY PORTP2020-02-072017-03-30$5,799$4,177$1,622$1,622
DFA US LARGE COMPANY PORTP2020-02-072016-12-14$15,950$10,920$5,030$5,030
DFA US LARGE COMPANY PORTP2020-02-072016-09-29$3,601$2,373$1,228$1,228
DFA US LARGE COMPANY PORTP2020-02-072015-06-08$5,311$3,406$1,905$1,905
DFA US LARGE COMPANY PORTP2020-02-072015-03-09$4,777$3,061$1,716$1,716
DFA US LARGE COMPANY PORTP2020-02-072016-06-29$6,470$4,093$2,377$2,377
DFA US LARGE COMPANY PORTP2020-02-072016-03-30$8,006$5,049$2,957$2,957
DFA US LARGE COMPANY PORTP2020-02-072015-12-15$17,973$11,222$6,751$6,751
DFA US LARGE COMPANY PORTP2020-02-072014-09-09$5,674$3,479$2,195$2,195
DFA US LARGE COMPANY PORTP2020-02-072014-12-15$7,243$4,441$2,802$2,802
DFA US LARGE COMPANY PORTP2020-02-072014-06-09$5,590$3,364$2,226$2,226
DFA US LARGE COMPANY PORTP2020-02-072015-09-09$6,642$3,976$2,666$2,666
DFA US LARGE COMPANY PORTP2020-02-072014-03-10$3,945$2,283$1,662$1,662
DFA US LARGE COMPANY PORTP2020-02-072013-12-11$7,567$4,151$3,416$3,416
DFA US LARGE COMPANY PORTP2020-02-072013-10-11$8,219$4,322$3,897$3,897
FPA CRESCENT FUNDP2020-01-132017-12-19$1,592$1,605-$13-$13
FPA CRESCENT FUNDP2020-01-132018-07-02$388$388$0$0
FPA CRESCENT FUNDP2020-01-132018-12-18$5,153$4,485$668$668
VANGUARD S/T INVEST GR-ADMP2020-05-222019-05-02$430$421$9$9
VANGUARD S/T INVEST GR-ADMP2020-05-222019-04-01$424$416$8$8
VANGUARD S/T INVEST GR-ADMP2020-05-222019-03-01$385$374$11$11
VANGUARD S/T INVEST GR-ADMP2020-05-222019-02-01$412$400$12$12
VANGUARD S/T INVEST GR-ADMP2020-05-222019-01-04$304$294$10$10
VANGUARD S/T INVEST GR-ADMP2020-05-222018-12-07$5,243$5,044$199$199
FPA CRESCENT FUNDP2020-01-132010-08-03$56,726$41,257$15,469$15,469
FPA CRESCENT FUNDP2020-01-132010-07-01$5,027$3,524$1,503$1,503
AMA MULTI-STRATEGY OFFSHOREP2004-03-012020-12-31$2,807$1,933$874$874
CAPITAL GAINS DIVIDENDSP$32,565$32,565$32,565
FieldValueIRS element (for citing)
Capital Gain Net Income$62,402CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,006InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,006SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,006TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,904EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,904TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,898OverpaymentAmt
Applied To ES Tax$3,898AppliedToESTaxAmt
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 RIDGEWAYGREENWICHCT06831PRESIDENT1.00$0$0$0
KENNETH RUSSELL
4500 NE 40TH STREETSEATTLEWA98105VICE PRESIDENT1.00$0$0$0
VIRGINIA W MEYER
518 WEST LYON FARM DRIVEGREENWICHCT06831TRUSTEE10.00$0$0$0
CARLA BENKA
26 CIRCUIT ROADCHESTNUT HILLMA02467VICE PRESIDENT1.00$0$0$0
PEGGY R ROSENBLUM
143 HOBART ROADNEWTON CENTREMA02459TRUSTEE1.00$0$0$0
LESLIE A W COOPER
26 THE RIDGEWAYGREENWICHCT06831TREASURER/SECRETARY1.00$0$0$0
ALEXANDRA NP DORF
44 HARRISON STREET APT 2BROOKLINEMA02446TRUSTEE1.00$0$0$0
CRISTINA WYMAN
207 EAST 74TH STREET APT2LNEW YORKNY10021TRUSTEE1.00$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$4,098,774AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$158,229AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$230,827FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,487,830TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,487,830AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,317CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,420,513NetVlNoncharitableAssetsAmt
Minimum Investment Return$221,026MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$221,026MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,006TaxBasedOnInvestmentIncomeAmt
Total Tax$1,006TotalTaxAmt
Distributable Before Adj$220,020DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$220,020DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$220,020DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$270,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$270,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$270,025AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$220,020DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$103,040ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,016ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$119,171ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$223,227TotalExcessDistributionCyovAmt
Qualifying Distributions$270,025QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$220,020AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,005RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$273,232TotalCorpusAmt
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$103,040ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$170,192ExcessDistriCyovToNextYrAmt
Excess From Year4$1,016ExcessFromYear4Amt
Excess From Year2$119,171ExcessFromYear2Amt
Excess From Current Year$50,005ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (171 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AARP FOUNDATION
601 E STREETWASHINGTON DCDC20049DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ALBERT SCHWEITZER FELLOWSHIP
330 BROOKLINE AVENUEBOSTONMA02215DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ALS ASSOCIATION
1275 K STREET NWWASHINGTONDC20005DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902DONEENON PROFIT ORGANIZATCHARITABLE DONATION$13,850
ASPCA
860 MARIETTA BLVDATLANTAGA30318DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
BOSTON SYMPHONY ANNUAL FUND
301 MASSACHUSETTS AVEBOSTONMA02115DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
BREAST CANCER ALLIANCE
48 MAPLE AVENUEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
BROOKLINE EMERGENCY FOOD PANTRY
15 SAINT PAUL STREETBROOKLINEMA02446DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,500
CALL A RIDE GREENWICH INC
37 LAFAYETTE PLACEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
CENTER FOR FOOD ACTION INC
192 W DEMAREST AVEENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
CENTER OF THEOLOGICAL INQUIRY
50 STOCKTON STREETPRINCETONNJ08540DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
CJD FOUNDATION INC
3610 W MARKET STREET SUITE 110AKRONOH44333DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
CONNECTICUT FOOD BANK
56 EAGLE STREETWATERBURYCT06708DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
CONNECTICUT PUBLIC TELEVISION
1049 ASYLUM AVENUEHARTFORDCT06105DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
COUNCIL OF THE ARTS AT MIT
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,250
DOCTORS WITHHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
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
FLAT ROCK BROOK NATURE ASSOCIATION
443 VAN NOSTRAND AVENUEENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
FRIENDS OF GREENWICH POINT
PO BOX 711OLD GREENWICHCT06870DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
GOOD SHEPHERD COMMUNITY CARE
90 WELLS AVENUENEWTONMA02459DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
GRACE COTTAGE FOUNDATION
185 GRAFTON ROADTOWNSHENDVT05353DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,500
GREENWICH ADULT DAY CARE INC
125 RIVER ROADCOS COBCT06807DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,750
GREENWICH ARTS COUNCIL
299 GREENWICH AVENUEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
GREENWICH CHAPLAINCY SERVICES
70 PARSONAGE ROADGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
GREENWICH HOSPITAL ASSOCIATION
35 RIVER ROADCOS COBCT06807DONEEHOSPITALCHARITABLE DONATION$250
GREENWICH HOSPITAL FOUNDATION
5 PERRYRIDGE ROADGREENWICHCT06830DONEEHOSPITALCHARITABLE DONATION$450
GREENWICH LIBRARY
101 WEST PUTNAMGREENWICHCT06830DONEELIBRARYCHARITABLE DONATION$100
GUIDING EYES FOR THE BLIND
PO BOX 97007WASHINGTONDC20090DONEENON PROFIT ORGANIZATCHARITABLE DONATION$200
HABITAT FOR HUMANITY OF COASTAL FAIFIELD COUNTRY
1542 BARNUM AVENUEBRIDGEPORTCT06610DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
INNOCENCE PROJECT
40 WORTH STREET SUITE 701NEW YORKNY10013DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
JONAS PHILANTHROPIES
560 WEST 168TH STREETNEW YORKNY10032DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
KIDS IN CRISIS
ONE SALEM STREETCOS COBCT06807DONEENON PROFIT ORGANIZATCHARITABLE DONATION$7,200
LEAGUE OF WOMEN VOTES
1730 M STREET NW SUITE 1000WASHINGTONDC20036DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
LEARNING ALLY
20 ROSZEL ROADPRINCETONNJ08540DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
LIBERATION PROGRAMS INCORPORATED
129 GLOVER AVENUENORWALKCT06850DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
MEALS-ON-WHEELS
1200 WASHINGTON AVENUEMINNEAPOLISMN55415DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
MIDDLEBURY COLLEGE
OLD CHAPEL MIDDLEBURY COLLEGEMIDDLEBURYVT05753DONEECOLLEGECHARITABLE DONATION$1,000
MIT ANNUAL FUND
600 MEMORIAL DRIVE W98-200CAMBRIDGEMA02139DONEENON PROFIT ORGANIZATCHARITABLE DONATION$6,000
MOUNT HOLYOKE COLLEGE
50 COLLEGE STREETSOUTH HADLEYMA01075DONEECOLLEGECHARITABLE DONATION$500
MOUNTAIN VALLEY MEDICAL CLINIC
38 VT ROUTE 11LONDONDERRYVT05148DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
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$350
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700WASHINGTON DCDC20001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NATIONAL RESOURCES DEFENSE COUNCIL
733 THIRD AVENUENEW YORKNY10017DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NATIVE FISH SOCIETY
813 7TH AVENUE STE 200AOREGON CITYOR97045DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
NEIGHBOR TO NEIGHBOR
1550 BLUE SPRUCE DRIVEFORT COLLINSCO80524DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,500
NORTHFIELD MOUNT HERMON
1 LAMPLIGHTER WAYMOUNT HERMONMA01354DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NORWARK COMMUNITY COLLEGE FOUNDATION
188 RICHARDS AVENORWALKCT06854DONEECOLLEGECHARITABLE DONATION$100
OFFICE OF CONCERN FOOD PANTRY
55 W DEMAREST AVEENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
ONE EQUAL HEART FOUNDATION
1620 BROADWAY AVENUE SUITE 205SEATTLEWA98122DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,350
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVE SUITE 200MANHATTAN BEACHCA90266DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
PARKINSON'S FOUNDATION
P O BOX 6003ALBERT LEAMN56007DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
PARSONAGE COTTAGE HOME
88 PARSONAGE ROADGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
PLANNED PARENTHOOD
23 HYATT STREETSTATEN ISLANDNY10301DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC
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$250
PROJECT HEALING WATERS FLY FISHING INC
P O BOX 695LAPLATAMD20646DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
REACH OUT AND READ
89 SOUTH STREET STE 201BOSTONMA02111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
RESURGE INTERNATIONAL
145 N WOLFE RDSUNNYVALECA94086DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON ROADBRONXNY10471DONEESCHOOLCHARITABLE DONATION$500
ROCKINGHAM ARTS & MUSEUM PROJECT
7 CANAL STREETBELLOWSVT05101DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22313DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
SILENT IMAGES
PO BOX 667MATTHEWSNC28106DONEENON PROFIT ORGANIZATCHARITABLE DONATION$300
SMITH COLLEGE
10 ELM STREETNORTHAMPTONMA01063DONEECOLLEGECHARITABLE DONATION$100
SOTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,450
SPCA OF WESTCHESTER
590 NORTH STATE ROADBRIARCLIFF MANORNY10510DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
STRATTON FOUNDATION
VILLAGE SQUARE STE 2DSTRATTON MOUNTAINVT05155DONEENON PROFIT ORGANIZATCHARITABLE DONATION$11,900
STUDIO IN A SCHOOL ASSN INC
75 WEST END AVE STE 3NEW YORKNY10023DONEESCHOOLCHARITABLE DONATION$250
THE BERGEN FAMILY CENTER
44 ARMORY STREETENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
THE BIG PICTURE FOUNDATION
2997 E COBB PKWYATLANTAGA31139DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,500
THE CARCINOID CANCER FOUNDATION
333 MAMARONECK AVENUE 492WHITE PLAINSNY10605DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
THE CARVER FOUNDATION OF NORWALK
7 ACADEMY STREETNORWALKCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
THE COMMUNITY CHEST OF ENGLEWOOD
122 SOUTH VAN BRUNT STREETENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,000
THE DOE FUND INC
345 E 102ND ST 305NEW YORKNY10028DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
THE GREENWICH ALLIANCE FOR EDUCATION
48 MAPLE AVENUEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE HOTCHKISS SCHOOL
11 INTERLAKEN ROADLAKEVILLECT06039DONEESCHOOLCHARITABLE DONATION$500
THE LIGHTHOUSE GUILD INTERNATIONAL
111 E 59TH STREETNEW YORKNY10022DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
THE LOOMIS CHAFFEE SCHOOL
4 BATCHELDER ROADWINDSORCT06095DONEESCHOOLCHARITABLE DONATION$500
THE OPEN DOOR SHELTER - NORWARK
4 MERRITT STNORWALKCT06854DONEESHELTERCHARITABLE DONATION$250
THE SMILE TRAIN
PO BOX 96231WASHINGTONDC20090DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
THE SPENCE SCHOOL
22 E 91ST STREETNEW YORKNY10128DONEESCHOOLCHARITABLE DONATION$1,000
THIRTEENWNET NEW YORK
825 EIGHTH AVENUENEW YORKNY10019DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
TRINITY CHURCH
76 TRINITY PLACENEW YORKNY10006DONEECHURCHCHARITABLE DONATION$27,000
UNITED WAY OF GREENWICH
1 LAFAYETTE COURTGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$10,000
WILD STEELHEAD COALITION
117 E LOUISA STREETSEATTLEWA98102DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
WOMEN'S LUNCH PLACE
67 NEWBURY STREETBOSTONMA02116DONEENON PROFIT ORGANIZATCHARITABLE DONATION$7,000
YWCA OF GREENWICH
259 E PUTNAM AVEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,000
ADOPT A DOG
23 COX AVEARMONKNY10504DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ADOPT-A-NATIVE ELDER PROGRAM
2370 DOC HOLIDAY DRPARK CITYUT84060DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
AMERICAN INDIAN SERVICES
3115 EAST LION LANESALT LAKE CITYUT84121DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUEBOSTONMA02215DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,500
BOTTOMLESS CLOSET
16 E 52ND ST 15TH FLOORNEW YORKNY10022DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
BROOKLINE COMMUNITY FOUNDATION
40 WEBSTER PLBROOKLINEMA02445DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
BROOKLINE SENIOR CENTER
93 WINCHESTER STBROOKLINEMA02446DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
CASTING FOR RECOVERY
109 EAST OAK ST SUITE 1GBOZEMANMO59715DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
CHARLES RIVER CONSERVANCY INC
43 THORNDIKE STREET S3-3CAMBRIDGEMA02141DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
CITYMEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY10017DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
CLASSIC KING FM 981
363 MERCER STREET SUITE 200SEATTLEWA98109DONEENON PROFIT ORGANIZATCHARITABLE DONATION$200
CHRISTIAN CENTER OF PARK CITY UT
1283 DEER VALLEY DRPARK CITYUT84060DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
CONNECTICUT SPECIAL OLYMPICS
2666 STATE ST 1HAMDENCT06517DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
CROSSROADS URBAN CENTER
347 S 400 ESALT LAKE CITYUT84111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
DICKINSON COLLEGE
28 N COLLEGE STCARLISLEPA17013DONEECOLLEGECHARITABLE DONATION$100
DORSET THEATER FESTIVAL
104 CHENEY RDDORSETVT05251DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE EDUCATION FND OF THE KENNEBUNKS & ARUNDEL
PO BOX 1531KENNEBUNKPORTME04046DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE ELISABETH MORROW SCHOOL
435 LYDECKER STENGLEWOODNJ07631DONEESCHOOLCHARITABLE DONATION$5,000
FCCF-FWG
40 RICHARDS AVENORWALKCT06854DONEENON PROFIT ORGANIZATCHARITABLE DONATION$275
FIRST CHURCH IN CHESTNUT HILL
26 SUFFOLK RDCHESTNUT HILLMA02467DONEECHURCHCHARITABLE DONATION$2,500
THE FISTULA FOUNDATION
1922 THE ALAMEDA SUITE 302SAN JOSECA95126DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
FOUNTAIN HOUSE
425 W 47TH STNEW YORKNY10036DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
FOURTH STREET CLINIC (SLCUT)
409 W 400 SSALT LAKE CITYUT84101DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
FOUNDATION MASS EYE & EAR INC
243 CHARLES STBOSTONMA02114DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
GEMS
27001 AGOURA RD SUITE 350ACALABASASCA91301DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
GOOD SHEPHERD FOOD BANK
3121 HOTEL RDAUBURNME04210DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
GREATER BOSTON FOOD BANK
70 S BAY AVEBOSTONMA02118DONEENON PROFIT ORGANIZATCHARITABLE DONATION$7,500
GREENWICH LAND TRUST
370 ROUND HILL RDGREENWICHCT06831DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
HANDEL HAYDN MUSICIANS RELIEF FUND
9 HARCOURT STREETBOSTONMA02116DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
HANDEL AND HAYDN SOCIETY
9 HARCOURT STREETBOSTONMA02116DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
HMS 1974 MEMORIAL SCHOLARSHIP FUND
1430 MASSACHUSETTS AVENUE 6TH FLOORCAMBRIDGEMA02138DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,000
HUMANE SOCIETY INTERNATIONAL
242 W 30TH STNEW YORKNY10001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
HUMANE SOCIETY OF UTAH
242 W 30TH STNEW YORKNY10001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
KEXP (SEATTLE PUBLIC RADIO)
472 1ST AVE NSEATTLEWA98109DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
KIDS CLOTHES CLUB
120 CYPRESS STBROOKLINEMA02445DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
KUOW (NATIONAL PUBLIC RADIO)
4518 UNIVERSITY WAY NE 310SEATTLEWA98105DONEENON PROFIT ORGANIZATCHARITABLE DONATION$300
LAKES REGION CONSERVATION TRUST
156 DANE RDCENTER HARBORNH03226DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE MARCUS J BORG FOUNDATION
PO BOX 935BENDOR97709DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
MARY'S PLACE
PO BOX 1711SEATTLEWA98111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
MEALS ON WHEELS - GREENWICH
89 MAPLE AVEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
METROPOLITAN OPERA ASSOCIATION
70 LINCOLN CENTER PLAZANEW YORKNY10023DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
MGH FUND
125 NASHUA STREET SUITE 540BOSTONMA02114DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,750
MSPCA-ANGELL
350 SOUTH HUNTINGTON AVEBOSTONMA02130DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,000
NATIONAL VETERANS FOUNDATION
5777 WEST CENTURY BOULEVARD SUITELOS ANGELESCA90045DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500350
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY10458DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE 400SEATTLEWA98122DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
OPPORTUNITY INTERNATIONAL
2122 YORK ROAD SUITE 150 OAKBROOKIL60523DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
PACIFIC HOUSE
597 PACIFIC ST 5814STAMFORDCT06902DONEENON PROFIT ORGANIZATCHARITABLE DONATION$200
PINE STREET INN
444 HARRISON AVEBOSTONMA02118DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
PUGET SOUNDKEEPER
130 NICKERSON ST 107SEATTLEWA98109DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
THE ROAD HOME
1415 S MAIN STREETSALT LAKE CITYUT84115DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,250
SANCTUARY FOR FAMILIES
PO BOX 1406NEW YORKNY10268DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
SEATTLE PUBLIC LIBRARY FOUNDATION
PO BOX 3951SEATTLEWA98124DONEELIBRARYCHARITABLE DONATION$100
ST PAULS CHURCH
113 EAST 117TH STREETNEW YORKNY10128DONEECHURCHCHARITABLE DONATION$1,000
SYRIAN AMERICAN MEDICAL SOCIETY
1012 14TH ST NW 1500WASHINGTONDC20005DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
TEMPLE OHABEI SHALOM
1187 BEACON STBROOKLINEMA02446DONEECHURCHCHARITABLE DONATION$1,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
UTAH FOOD BANK
3150 S 900 WSOUTH SALT LAKEUT84119DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
WASHINGTON TRAILS ASSOCIATION
705 2ND AVE 300SEATTLEWA98104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
WESTAR INSTITUTE
PO BOX 346FARMINGTONMN55024DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
WGBH (BOSTON PUBLIC TV-PBS)
ONE GUEST STREETBOSTONMA02135DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREET SUITE 1600SAN FRANCISCOCA94104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
WILD SAMON CENTER
721 NW NINTH AVE SUITE 300PORTLANDOR97209DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,000
WOUNDED WARRIOR PROJECT
370 7TH AVE SUITE 1802NEW YORKNY10001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
WNYC RADIOWQXR
160 VARICK STREETNEW YORKNY10013DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
YMCA UTAH
675 E 2100 S SUITE 200SALT LAKE CITYUT84106DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
READING PARTNERS
499 7TH AVENEW YORKNY10018DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
MUSICARES
156 W 56TH STREET SUITE 1701NEW YORKNY10019DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
FEEDING AMERICA
1627 I STREET NW SUITE 1000WASHINGTONDC20006DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,500
THE BROOKLINE CENTER FOR COMMUNITY MENTAL HEALTH
41 GARRISON ROADBROOKLINEMA02445DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,500
VERMONT FOOD BANK
33 PARKER ROADBARREVT05641DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
BUILDING ONE COMMUNITY
75 SELLECT STREETSTAMFORDCT06902DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
SHELTER ASSOCIATION OF WASHTENAW COUNTY
312 W HURON STREETANN ARBORMI48103DONEESHELTERCHARITABLE DONATION$5,000
CHURCH OF THE EPIPHANY
1393 YORK AVENEW YORKNY10021DONEECHURCHCHARITABLE DONATION$4,500
CORNER FOOD PANTRY
80 SHARON ROADLAKEVILLECT06039DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$270,025TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,703ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$62,402ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$132,105ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$132,105TotalIncomeProducingActyAmt

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 (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MARK COOPER
1C/O ECI LLC 15 E PUTNAM AVE3100GREENWICHCT06830$10,000Yes (X)
RALPH WYMAN
2C/O ECI LLC 15 E PUTNAM AVE3100GREENWICHCT06830$20,000Yes (X)
CLARE COOPER
3C/O ECI LLC 15 E PUTNAM AVE3100GREENWICHCT06830$10,000Yes (X)
LESLIE COOPER
4C/O ECI LLC 15 E PUTNAM AVE3100GREENWICHCT06830$25,000Yes (X)
ERIC JULIE COOPER
5C/O ECI LLC 15 E PUTNAM AVE3100GREENWICHCT06830$20,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS-US EQUITIESAT COST$1,878,719$3,256,398
MUTUAL FUNDS-GLOBAL EQUITIESAT COST$487,132$636,993
MUTUAL FUNDS-BONDSAT COST$719,332$767,387
SPDR GOLD TRUST SHSAT COST$106,636$224,198

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMA MULTISTRATEGY OFFSHORE FD-$325,243-$328,049$6,628
FPA FDS TR FPA CRESCENT I$54,460

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE ANNUAL FEESDesc
Revenue And Expenses Per Books$476RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescACCRUED INCOME/ADJUSTMENTSDesc
Amt$1,630Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEECategoryTxt
Amt$59,719Amt
Net Investment Income$59,719NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$615$0$0
FEDERAL TAXES$6,500$0$0

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