HELPING HAND FOUNDATION TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HELPING HAND FOUNDATION TR (EIN 13-7409533)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349101714
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:50:02-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130485070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137409533 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELPING HAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 DAWN HABOR LANE | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN WEINER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | WEINER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD STOLAR | PreparerPersonNm |
| PTIN | P00544600 | PTIN |
| Phone | 2128320400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,202 | 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 | $188,077 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $825 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $825 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $271,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,120 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25,950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,950 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,481 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,481 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $386,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $228,191 | CashBOYAmt |
| Cash EOY | $29,202 | CashEOYAmt |
| Cash EOYFMV | $29,202 | CashEOYFMVAmt |
| Total Assets BOY | $228,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,202 | 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 | $228,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,202 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $228,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $228,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $228,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $111,257 | SubtotalAmt |
| Other Decreases | $82,055 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,202 | 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 |
|---|---|---|---|---|---|---|
| EDGEWOOD GROWTH FUND INSTITUTIONAL CLASS - 1,400 SHRS | 2018-12-31 | 2020-10-16 | $70,434 | $40,541 | $29,893 | $29,893 |
| ASANA INC CL A - 577 SHRS | 2018-11-15 | 2020-10-15 | $13,681 | $4,749 | $8,932 | $8,932 |
| SPDR S7P 500 ETF TR - 137 SHRS | 2015-11-04 | 2020-12-23 | $50,481 | $28,831 | $21,650 | $21,650 |
| SPDR S7P 500 ETF TR - 134 SHRS | 2015-11-04 | 2020-12-29 | $50,020 | $28,200 | $21,820 | $21,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,295 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,130 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,130 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,523 | 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 | $2,523 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,393 | OverpaymentAmt |
| Applied To ES Tax | $1,393 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BERDON LLP | IndividualWithBooksNm |
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN B WEINER | ||||||||
| 58 DAWN HARBOR LANE | RIVERSIDE | CT | 06878 | TRUSTEE AS REQUIRED | 0.00 | $0 | $0 | $0 |
| JILL WEINER | ||||||||
| 58 DAWN HARBOR LANE | RIVERSIDE | CT | 06878 | TRUSTEE AS REQUIRED | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATION OF 5,000 N95 MASKS TO :ST VINCENTS MEDICAL CENTER2800 MAIN STREET, BRIDGEPORT, CT 06606GREENWICH POLICE DEPTGREENWICH, CT 06830STAMFORD HOSPITAL32 STRAWBERRY HILL COURTSTAMFORD, CT 06902PHELPS HOSPITAL701 NORTH BROADWAYSLEEPY HOLLOW, NY 10591WHITE PLAINS HOSPITAL101 EAST POST ROADWHITE PLAINS, NY 10601GREENWICH EMS1111 PUTNAM AVERIVERSIDE, CT 06878 | Description1Txt |
| Expenses1 | $12,200 | Expenses1Amt |
| Description2 | DONATION OF 5,637 N95 MASKS TO:GREENWICH POLICE DEPTGREENWICH, CT 06830ST VINCENTS MEDICAL CENTER2800 MAIN STREETBRIDGEPORT, CT 06606WHITE PLAINS HOSPITAL101 EAST POST ROADWHITE PLAINS, NY 10601WESTCHESTER MEDICAL CENTER100 WOODS ROADVALHALLA, NY 10595 | Description2Txt |
| Expenses2 | $13,750 | Expenses2Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $166,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $164,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,130 | TotalTaxAmt |
| Distributable Before Adj | $7,088 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,088 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,088 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $386,281 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $386,281 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $386,281 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $355,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $390,756 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $411,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $460,371 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $374,411 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,992,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $386,281 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $379,193 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,372,024 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $355,477 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,016,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $390,756 | ExcessFromYear4Amt |
| Excess From Year3 | $411,816 | ExcessFromYear3Amt |
| Excess From Year2 | $460,371 | ExcessFromYear2Amt |
| Excess From Year1 | $374,411 | ExcessFromYear1Amt |
| Excess From Current Year | $379,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRUCE MUSEUM | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $1,000 |
| CHRISTOPHER & DANA REEVE FOUNDATION | |||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| DOLPHIN CANCER | |||||||
| 1475 NW 12TH AVE | MIAMI | FL | 33136 | NONE | PC | GENERAL CHARITABLE | $1,079 |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION | |||||||
| 40 RICHARDS AVE | NORWALK | CT | 06854 | NONE | PC | GENERAL CHARITABLE | $515 |
| GENERATION IMPACT FAIRFIELD COUNTY | |||||||
| 382 GREENWICH AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $1,500 |
| GO CHARITY | |||||||
| 68 34TH ST | BROOKLYN | NY | 11232 | NONE | PC | GENERAL CHARITABLE | $2,600 |
| GREENWICH BOYS & GIRLS CLUB | |||||||
| 744 LAKE AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| GREENWICH UNITED WAY | |||||||
| 500 WEST PUTNAM AVENUE 415 | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $2,000 |
| GREENWICH UNITED WAY | |||||||
| 500 WEST PUTNAM AVENUE 415 | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $1,100 |
| HORIZONS NATIONAL | |||||||
| 120 POST RD W 202 | WESTPORT | CT | 06880 | NONE | PC | GENERAL CHARITABLE | $1,043 |
| HORIZONS NATIONAL STRIPE | |||||||
| 120 POST RD W 202 | WESTPORT | CT | 06880 | NONE | PC | GENERAL CHARITABLE | $522 |
| JAFCO | |||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PC | GENERAL CHARITABLE | $1,800 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $1,500 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $263 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $263 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $1,025 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $1,025 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $1,025 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE | $263 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $540 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 35 6TH ST STAMFORD | STAMFORD | CT | 06902 | NONE | PC | GENERAL CHARITABLE | $1,500 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 35 6TH ST STAMFORD | STAMFORD | CT | 06902 | NONE | PC | GENERAL CHARITABLE | $600 |
| SOUND BEACH VOLUNTEER SERVICE | |||||||
| 207 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | NONE | PC | GENERAL CHARITABLE | $250 |
| STAMFORD PEACE YOUTH FOUNDATION | |||||||
| 925 LONG RIDGE RD | STAMFORD | CT | 06902 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| TEMPLE SHOLOM | |||||||
| 300 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $1,800 |
| THE NOCCA INSTITUTE | |||||||
| 2800 CHARTRES ST | NEW ORLEANS | LA | 70117 | NONE | PC | GENERAL CHARITABLE | $250 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | PC | GENERAL CHARITABLE | $1,000 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| YWCA GREENWICH | |||||||
| 259 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $518 |
| YWCA GREENWICH | |||||||
| 259 E PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $1,000 |
| GREENWICH COUNTY DAY SCHOOL | |||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $225,000 |
| ST VINCENTS MEDICAL CENTER | |||||||
| 2800 MAIN STREET | BRIDGEPORT | CT | 06606 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| STAMFORD HOSPITAL | |||||||
| 32 STRAWBERRY HILL COURT | STAMFORD | CT | 06902 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| CITY YEAR INC | |||||||
| 55 BROAD STREET 24TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| JAFCO | |||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| RANDALL'S ISLAND PARK ALLIANCE | |||||||
| 24 W 61ST | NEW YORK | NY | 10023 | NONE | PC | GENERAL CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,481 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,295 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,120 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JONATHAN B AND JILL WEINER | ||||||
| 1 | 58 DAWN HARBOR LANE | RIVERSIDE | CT | 06878 | $70,364 | Yes (X) |
| JONATHAN B AND JILL WEINER | ||||||
| 2 | 58 DAWN HARBOR LANE | RIVERSIDE | CT | 06878 | $13,831 | Yes (X) |
| JONATHAN B AND JILL WEINER | ||||||
| 3 | 58 DAWN HARBOR LANE | RIVERSIDE | CT | 06878 | $100,183 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | EDGWOOD GROWTH FUND INSTITUTIONAL CLASS - 1400 UNITS | $70,364 | 2020-10-16 |
| 2 | ASANA INC CL A - 577 UNITS | $13,831 | 2020-10-15 |
| 3 | SPDR S7P 500 ETF - 271 SHARES | $100,183 | 2020-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND BASIS OF SECURITIES RECEIVED | Desc |
| Amt | $82,055 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PURCHASE OF N95 MASKS FOR DONATION | $12,200 | $0 | $0 | $12,200 |
| PURCHASE OF N95 MASKS FOR DONATION | $13,750 | $0 | $0 | $13,750 |
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