BRIDGEWOOD FIELDWATER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BRIDGEWOOD FIELDWATER FOUNDATION (EIN 06-6419997)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-01-14
- IRS object ID
- 202030149349100008
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-14T11:21:42-06:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113698801 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KM URSO & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 GREAT QUARTER ROAD | AddressLine1Txt |
| City | SANDY HOOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066419997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGEWOOD FIELDWATER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O NED W BANDLER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRID | BusinessNameControlTxt |
| Phone | 8603504921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 NORTHROP STREET | AddressLine1Txt |
| City | BRIDGEWATER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NED W BANDLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603504921 | PhoneNum |
| Signature | 2020-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY M URSO | PreparerPersonNm |
| PTIN | P00367997 | PTIN |
| Phone | 2033641667 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $3,209,527 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$72,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $454,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$6,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,100 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,020 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $728 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,100 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,077 | CashBOYAmt |
| Cash EOY | $28,504 | CashEOYAmt |
| Cash EOYFMV | $28,504 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,596,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,408,779 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,181,023 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,637,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,437,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,209,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,637,818 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,437,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,637,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,437,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,637,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,437,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,637,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,437,283 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,437,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALTRIA GRP INC-2500SH | P | 2018-02-16 | 2018-12-24 | $119,161 | $163,953 | -$44,792 | -$44,792 |
| AT&T INC-2478SH | P | 2018-02-16 | 2018-12-24 | $67,940 | $80,661 | -$12,721 | -$12,721 |
| OMNICOM GRP INC-300SH | P | 2014-10-22 | 2018-12-24 | $20,795 | $20,294 | $501 | $501 |
| BRITISH AMER TOB PLC-125SH | P | 2017-07-25 | 2019-06-05 | $4,468 | $8,656 | -$4,188 | -$4,188 |
| BRITISH AMER TOB PLC-1800SH | P | 2018-02-16 | 2019-07-15 | $65,935 | $112,828 | -$46,893 | -$46,893 |
| BRITISH AMER TOB PLC-670SH | P | 2017-07-25 | 2019-07-15 | $24,542 | $46,397 | -$21,855 | -$21,855 |
| ROBERT HALF INTL INC-775SH | P | 2016-06-15 | 2019-07-15 | $45,060 | $29,925 | $15,135 | $15,135 |
| OMNICOM GRP INC-1540SH | P | 2006-01-23 | 2018-12-24 | $106,747 | $64,403 | $42,344 | $42,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$72,469 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,801 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,195,014 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045947 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,918 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,981,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046253 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $139,583 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,825,677 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049398 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,995 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,941,906 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044527 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,945 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,689,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042372 | DistributionYr5Rt |
| Total Distribution | 0.228497 | TotalDistributionRt |
| Average Distribution | 0.045699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,089,518 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $141,188 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $141,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,760 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $661 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $661 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $661 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $661 | TaxDueAmt |
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 | NED W BANDLER | IndividualWithBooksNm |
| Phone | 8603504921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 NORTHROP STREET | AddressLine1Txt |
| City | BRIDGEWATER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06752 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NED W BANDLER | ||||||||
| 280 NORTHROP STREET | BRIDGEWATER | CT | 06752 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JEAN T D BANDLER | ||||||||
| 280 NORTHROP STREET | BRIDGEWATER | CT | 06752 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN BANDLER | ||||||||
| 350 ALBANY STREET APT 7D | NEW YORK | NY | 10013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GAIL E BANDLER | ||||||||
| 350 ALBANY STREET APT 7D | NEW YORK | NY | 10013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| REBECCA W HOLCOMBE | ||||||||
| 159 TILDEN HILL ROAD | NORWICH | VT | 05055 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAMES BANDLER | ||||||||
| 159 TILDEN HILL ROAD | NORWICH | VT | 05055 | TRUSTEE | 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 |
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 | $3,086,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,136,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,136,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,089,518 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $661 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $661 | TotalTaxAmt |
| Distributable Before Adj | $153,815 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,815 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,815 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $661 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $156,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $152,712 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $152,712 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,048 | 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 | $149,767 | 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) |
|---|---|---|
| Contributing Manager | NED W BANDLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| US COMMMISSION FOR THE PRESERVATION OF AMERICA'S HERITAGE ABROAD | |||||||
| 633 3RD ST NW | WASHINGTON | DC | 20001 | NONE | FOUNDATION | GENERAL | $3,500 |
| WHITNEY MUSEUM OF AMERICA ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | MUSEUM | EDUCATIONAL | $300 |
| OHIO CAMPUS COMPACT | |||||||
| 615 PEARL ST | GRANVILLE | OH | 43203 | NONE | FOUNDATION | GENERAL | $100 |
| NYC TENEMENT MUSEUM | |||||||
| 103 ORCHARD ST | NEW YORK | NY | 10002 | NONE | FOUNDATION | GENERAL | $250 |
| ACHILLES TRACK CLUB | |||||||
| 42 WEST 38TH ST | NEW YORK | NY | 10018 | NONE | FOUNDATION | EDUCATIONAL | $500 |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH ST | NEW YORK | NY | 10004 | NONE | FOUNDATION | GENERAL | $250 |
| ADLAI STEVENSON CENTER OF DEMOCRACY | |||||||
| 2117 NO FREMONT | CHICAGO | IL | 60614 | NONE | FOUNDATION | GENERAL | $150 |
| NATURAL AREAS CONSERVANCY | |||||||
| 1234 5TH AVE | NEW YORK | NY | 10029 | NONE | FOUNDATION | GENERAL | $250 |
| AMERICAN CIVIL LIBERTIES FOUNDATION | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10005 | NONE | FOUNDATION | GENERAL | $1,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | NONE | FOUNDATION | GENERAL | $5,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 79TH ST | NEW YORK | NY | 10024 | NONE | MUSEUM | EDUCATIONAL | $1,500 |
| BBB WISE GIVING ALLIANCE | |||||||
| 3033 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | FOUNDATION | GENERAL | $100 |
| NATIONAL SEPTEMBER 11 MEMORIAL MUSEUM | |||||||
| 200 LIBERTY ST | NEW YORK | NY | 10281 | NONE | MUSEUM | EDUCATIONAL | $250 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | NONE | MUSEUM | EDUCATIONAL | $250 |
| BRIDGEWATER HISTORICAL SOCIETY | |||||||
| 48 MAIN ST SO | BRIDGEWATER | CT | 06752 | NONE | FOUNDATION | GENERAL | $100 |
| BRIDGEWATER SENIOR CENTER FRIENDS OF | |||||||
| 132 HUT HILL RD | BRIDGEWATER | CT | 06752 | NONE | FOUNDATION | GENERAL | $50 |
| BROOKLYN BOTANIC GARDEN | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | NONE | MUSEUM | GENERAL | $500 |
| BROWN UNIVERSITY | |||||||
| POB 1893 | PROVIDENCE | RI | 02912 | NONE | EDUCATION | EDUCATIONAL | $2,000 |
| BURNHAM LIBRARY FRIENDS OF | |||||||
| MAIN ST | BRIDGEWATER | CT | 06752 | NONE | FOUNDATION | GENERAL | $90 |
| CALS (CORNELL UNIV) CHARITABLE TRUST | |||||||
| POB 876 | ITHACA | NY | 14851 | NONE | EDUCATION | EDUCATIONAL | $50 |
| LOAVES AND FISHES HOSPITALITY HOUSE | |||||||
| POB 2065 | NEW MILFORD | CT | 06776 | NONE | FOUNDATION | GENERAL | $100 |
| LITERACY VOLUNTEERS ON THE GREEN | |||||||
| 7 WHITTLESEY AVE | NEW MILFORD | CT | 06776 | NONE | FOUNDATION | GENERAL | $100 |
| CATO INSTITUTE | |||||||
| 1000 MASS AVE | WASHINGTON | DC | 20001 | NONE | FOUNDATION | EDUCATIONAL | $100 |
| CENTER FOR CARTOON STUDIES | |||||||
| 94 SO MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | NONE | FOUNDATION | GENERAL | $1,500 |
| CENTER FOR CYBER SAFETY AND EDUCATION (ISC2 FOUNDATION) | |||||||
| 311 PARK PL BLVD | CLEARWATER | FL | 33759 | NONE | FOUNDATION | GENERAL | $250 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | FOUNDATION | GENERAL | $250 |
| CHANNEL THIRTEEN | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONE | FOUNDATION | GENERAL | $600 |
| CHILDREN'S MUSEUM MANHATTAN | |||||||
| 212 W 83RD ST | NEW YORK | NY | 10024 | NONE | FOUNDATION | GENERAL | $400 |
| CHILDREN'S MUSEUM OF THE ARTS | |||||||
| 103 CHARLTON ST | NEW YORK | NY | 10014 | NONE | FOUNDATION | GENERAL | $250 |
| CHRIS BORTON MEMORIAL SCHOLARSHIP FUND | |||||||
| 190 THOMPSON SQ | MOUNTAIN VIEW | CA | 94043 | NONE | FOUNDATION | EDUCATIONAL | $1,000 |
| CHURCH STREET SCHOOL FOR MUSIC AND ART | |||||||
| 41 WHITE ST | NEW YORK | NY | 10013 | NONE | FOUNDATION | GENERAL | $1,000 |
| CHURCH WORLD SERVICE | |||||||
| POB 968 | ELKHART | IN | 46515 | NONE | FOUNDATION | GENERAL | $1,000 |
| CIRKUS SMIRKUS | |||||||
| 1 CIRCUS RD | GREENSBORO | VT | 05841 | NONE | FOUNDATION | GENERAL | $2,000 |
| CITY HARVEST (NYC) | |||||||
| 6 E 32ND ST | NEW YORK | NY | 10016 | NONE | FOUNDATION | GENERAL | $250 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | FOUNDATION | GENERAL | $500 |
| CITY PARKS FOUNDATION | |||||||
| 830 5TH AVE | NEW YORK | NY | 10021 | NONE | FOUNDATION | GENERAL | $500 |
| COLUMBIA UNIVERSITY SCHOOL OF SOCIAL WORK | |||||||
| 1255 AMSTERDAM AVE | NEW YORK | NY | 10027 | NONE | EDUCATION | EDUCATIONAL | $800 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | NONE | FOUNDATION | GENERAL | $2,000 |
| COMMUNITY CARING IN BRIDGEWATER INC | |||||||
| POB 338 | BRIDGEWATER | CT | 06752 | NONE | FOUNDATION | GENERAL | $50 |
| COMPASSION IN CHOICES | |||||||
| POB 101810 | DENVER | CO | 80250 | NONE | FOUNDATION | GENERAL | $2,000 |
| CONCERNS OF POLICE SURVIVORS (COPS) | |||||||
| POB 3199 | CAMDENTON | MO | 65020 | NONE | FOUNDATION | GENERAL | $1,000 |
| CONN MASTER GARDNENER ASSOCIATION | |||||||
| 93 RIVER RD | EAST HADDAM | CT | 06423 | NONE | FOUNDATION | GENERAL | $100 |
| CONNECTICUT AUDUBON SOCIETY | |||||||
| 2325 BURR ST | FAIRFIELD | CT | 06824 | NONE | FOUNDATION | GENERAL | $250 |
| CONNECTICUT COMMUNITY FOUNDATION | |||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | NONE | FOUNDATION | GENERAL | $100 |
| CONNECTICUT FOOD BANK | |||||||
| POB 8686 | NEW HAVEN | CT | 06531 | NONE | FOUNDATION | GENERAL | $1,500 |
| CORNELL UNIVERSITY | |||||||
| 1 PLANTATIONS RD | ITHACA | NY | 14850 | NONE | FOUNDATION | GENERAL | $2,500 |
| CPTV CT PUBLIC TV | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | NONE | FOUNDATION | GENERAL | $300 |
| CRAFTBURY OUTDOOR CENTER | |||||||
| 535 LOST NATION RD | CRAFTSBURY COMMON | VT | 05827 | NONE | FOUNDATION | GENERAL | $1,000 |
| DANBURY HOSPITAL | |||||||
| 24 HOSPITAL RD | DANBURY | CT | 06810 | NONE | HOSPITAL | MEDICAL | $500 |
| DANBURY RAILWAY MUSEUM | |||||||
| POB 90 | DANBURY | CT | 06813 | NONE | FOUNDATION | GENERAL | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| POB 1856 | MERRIFIELD | VA | 22116 | NONE | FOUNDATION | MEDICAL | $1,500 |
| FAMILY PLACE | |||||||
| 319 US RT 5 SO | NORWICH | VT | 05055 | NONE | FOUNDATION | GENERAL | $4,000 |
| FARE | |||||||
| 7925 JONES BRANCH DR | MCLEAN | VA | 22102 | NONE | FOUNDATION | GENERAL | $100 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | NONE | FOUNDATION | GENERAL | $200 |
| FLORIDA PUBLIC LIBRARY | |||||||
| 4 COHEN CIRCLE | FLORIDA | NY | 10921 | NONE | FOUNDATION | GENERAL | $250 |
| FORD SAYRE SKI COUNCIL FOUNDATION | |||||||
| POB 471 | HANOVER | NH | 03755 | NONE | FOUNDATION | GENERAL | $1,000 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| POB 37012 | WASHINGTON | DC | 20013 | NONE | FOUNDATION | GENERAL | $300 |
| FUNERAL CONSUMER ALLIANCE OF CT (FCA OF CT) | |||||||
| POB 34 | BRIDGEWATER | CT | 06752 | NONE | FOUNDATION | GENERAL | $800 |
| FUNERAL CONSUMER ALLIANCE INC (FCA OF VT) | |||||||
| 33 PATCHEN RD | SO BURLINGTON | VT | 05403 | NONE | FOUNDATION | GENERAL | $2,500 |
| GRASSROOT SOCCER | |||||||
| POB 712 | NORWICH | VT | 05055 | NONE | FOUNDATION | GENERAL | $500 |
| GROW NYC COUNCIL ON THE ENVIRONMENT | |||||||
| 100 GOLD ST | NEW YORK | NY | 10038 | NONE | FOUNDATION | GENERAL | $500 |
| HANDY DANDY HANDYMAN MINISTRY | |||||||
| 26 SHAMROCK DR | BROOKFIELD | CT | 06804 | NONE | FOUNDATION | GENERAL | $50 |
| HORTICULTURAL SOCIETY OF NY | |||||||
| 148 W 37TH ST | NEW YORK | NY | 10018 | NONE | FOUNDATION | GENERAL | $250 |
| HOSPICARE AND PALLIATIVE CARE SERVICES OF TOMPKINS | |||||||
| 172 E KING RD | ITHACA | NY | 14850 | NONE | FOUNDATION | GENERAL | $500 |
| HUDSON VALLEY POLONAISE SOCIETY | |||||||
| POB 162 | GOSHEN | NY | 10924 | NONE | FOUNDATION | GENERAL | $1,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH ST | NEW YORK | NY | 10013 | NONE | FOUNDATION | GENERAL | $2,500 |
| INSTITUTE FOR AMERICAN INDIAN STUDIES | |||||||
| 38 CURTIS RD | WASHINGTON | CT | 06793 | NONE | FOUNDATION | GENERAL | $100 |
| INTREPID MUSEUM | |||||||
| W 46TH ST | NEW YORK | NY | 10036 | NONE | FOUNDATION | GENERAL | $700 |
| KEEP SMILING 4 ABBIE | |||||||
| 12 TERESA RD | HOPKINTON | MA | 01748 | NONE | FOUNDATION | GENERAL | $1,000 |
| KENT SINGERS | |||||||
| POB 774 | KENT | CT | 06757 | NONE | FOUNDATION | GENERAL | $100 |
| KENTUCKY MUSEUM OF ARTS & CRAFTS | |||||||
| 715 W MAIN ST | LOUISVILLE | KY | 40212 | NONE | FOUNDATION | GENERAL | $2,500 |
| KIDS WITH FOOD ALLERGIES | |||||||
| POB 554 | FOUNTAINVILLE | PA | 18923 | NONE | FOUNDATION | GENERAL | $250 |
| LIBERTY SCIENCE CENTER | |||||||
| 222 JERSEY CITY BLVD | JERSEY CITY | NJ | 07305 | NONE | FOUNDATION | GENERAL | $1,000 |
| LINCOLN LIBRARY AND MUSUEM | |||||||
| 112 NO 6TH ST | SPRINGFIELD | IL | 62701 | NONE | FOUNDATION | GENERAL | $100 |
| MAKE A WISH FOUNDATION OF METRO NY | |||||||
| 200 PARK AVE | NEW YORK | NY | 10166 | NONE | FOUNDATION | GENERAL | $200 |
| MARITIME AQUARIUM | |||||||
| 10 NORTH WATER ST | NORWALK | CT | 06854 | NONE | FOUNDATION | GENERAL | $200 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | MUSEUM | EDUCATIONAL | $1,200 |
| MORGAN LIBRARY & MUSEUM | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | NONE | EDUCATION | EDUCATIONAL | $300 |
| MORRILL HOMESTEAD FRIENDS OF | |||||||
| POB 98 | STRATTFORD | VT | 05072 | NONE | FOUNDATION | GENERAL | $50 |
| MT SINAI JAFFEE FOOD ALLERGY INST | |||||||
| POB 1049 | NEW YORK | NY | 10029 | NONE | FOUNDATION | GENERAL | $200 |
| MUSEUM OF JEWISH HERITAGE | |||||||
| 36 BATTERY PARK PL | NEW YORK | NY | 10280 | NONE | MUSEUM | EDUCATIONAL | $1,000 |
| NATIONAL ACADEMY OF SOCIAL INSURANCE | |||||||
| 1776 MASS AVE NW | WASHINGTON | DC | 20036 | NONE | FOUNDATION | GENERAL | $700 |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 100 ARBOR AVE | NEBRASKA CITY | NE | 68410 | NONE | FOUNDATION | GENERAL | $250 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | NONE | FOUNDATION | 50GENERAL | $250 |
| NATIONAL GRANGE FOUNDATION | |||||||
| 1616 H STREET BW | WASHINGTON | DC | 20006 | NONE | FOUNDATION | GENERAL | $500 |
| NATIONAL JOBS FOR ALL COALITION | |||||||
| POB 96011 | LYNBROOK | NY | 11563 | NONE | FOUNDATION | GENERAL | $50 |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | |||||||
| 16 BUCK RD | HANOVER | NH | 03301 | NONE | FOUNDATION | GENERAL | $150 |
| NEW MILFORD FOOD BANK | |||||||
| 10 MAIN ST | NEW MILFORD | CT | 06776 | NONE | FOUNDATION | GENERAL | $250 |
| NEW YORK BOTANICAL GARDENS | |||||||
| 200TH ST | BRONX | NY | 10458 | NONE | MUSEUM | EDUCATIONAL | $1,500 |
| NEW YORK CITY POLICE FOUNDATION INC | |||||||
| 555 5TH AVE | NEW YORK | NY | 10017 | NONE | FOUNDATION | EDUCATIONAL | $200 |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | MUSEUM | EDUCATIONAL | $750 |
| NEW YORK PUBLIC LIBRARY FRIENDS OF | |||||||
| 445 5TH AVE | NEW YORK | NY | 10016 | NONE | FOUNDATION | GENERAL | $250 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 W 31ST ST | NEW YORK | NY | 10001 | NONE | FOUNDATION | GENERAL | $1,000 |
| NEW YORK UNIVERSITY SCHOOL OF SOCIAL WORK | |||||||
| 1 WASHINGTON SQ NO | NEW YORK | NY | 10023 | NONE | EDUCATION | EDUCATIONAL | $200 |
| NORWICH PUBLIC LIBRARY | |||||||
| POB 290 | NORWICH | VT | 05055 | NONE | FOUNDATION | GENERAL | $500 |
| NYC FIRE MUSEUM | |||||||
| 278 SPRING ST | NEW YORK | NY | 10013 | NONE | FOUNDATION | GENERAL | $100 |
| NYS TROOPER FOUNDATION | |||||||
| 3 AIRPORT PARK BLVD | LATHAM | NY | 12110 | NONE | FOUNDATION | GENERAL | $200 |
| NYSCI NY HALL OF SCIENCE | |||||||
| 47-01 111TH ST | CORONA | NY | 11368 | NONE | FOUNDATION | GENERAL | $250 |
| ONE WEST 54ST FOUNDATION | |||||||
| 1 W 54TH ST | NEW YORK | NY | 10019 | NONE | FOUNDATION | GENERAL | $100 |
| OPPORTUNITY FUND | |||||||
| 111 W ST JOHN ST | SAN JOSE | CA | 95113 | NONE | FOUNDATION | GENERAL | $1,500 |
| PACE UNIVERSITY SCHOOL OF LAW SCHOLARSHIP FUND | |||||||
| 1 PACE PLAZA | NEW YORK | NY | 10038 | NONE | EDUCATION | EDUCATIONAL | $400 |
| PAUL H DOUGLAS CENTER FOR ENVIROMENT | |||||||
| 1100 NO MINERAL SPRINGS RD | PORTER | IN | 46304 | NONE | FOUNDATION | GENERAL | $1,000 |
| PETEY GREENE PRISONER ASSISTANCE | |||||||
| 9 MERCER ST | PRINCETON | NJ | 08540 | NONE | FOUNDATION | GENERAL | $1,000 |
| PHI BETA KAPPA SOCIETY | |||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | FOUNDATION | GENERAL | $200 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 W 33RD ST | NEW YORK | NY | 10001 | NONE | FOUNDATION | GENERAL | $5,000 |
| PLANNED PARENTHOOD OF CT | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | FOUNDATION | GENERAL | $1,250 |
| PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES REGION | |||||||
| 314 W STATE ST | ITHACA | NY | 14850 | NONE | FOUNDATION | GENERAL | $500 |
| POLICE ATHLETIC LEAGUE | |||||||
| 34 1/2 E 12TH ST | NEW YORK | NY | 10003 | NONE | FOUNDATION | GENERAL | $1,000 |
| POPULATION CONNECTION (DC) | |||||||
| 2120 L ST NW | WASHINGTON | DC | 20037 | NONE | FOUNDATION | GENERAL | $250 |
| POPULATION COUNCIL (NY) | |||||||
| ONE DAG HAMMARSKJOLD PL | NEW YORK | NY | 10017 | NONE | FOUNDATION | GENERAL | $2,000 |
| PROJECT PREVENTION (CRACK) | |||||||
| 4382 WINTERWOOD LN | HARRISBURG | NC | 28075 | NONE | FOUNDATION | GENERAL | $500 |
| PS 234 PTA | |||||||
| 292 GREENWICH ST | NEW YORK | NY | 10007 | NONE | FOUNDATION | GENERAL | $10,000 |
| REGIONAL HOSPICE AND HOME CARE | |||||||
| POB 2387 | DANBURY | CT | 06813 | NONE | FOUNDATION | GENERAL | $3,000 |
| RESOURCE | |||||||
| 266 PINE ST | BURLINGTON | VT | 05401 | NONE | FOUNDATION | GENERAL | $5,000 |
| ROXBURY LAND TRUST CT | |||||||
| POB 51 | ROXBURY | CT | 06783 | NONE | FOUNDATION | GENERAL | $400 |
| SALVATION ARMY | |||||||
| 615 SLATERS LN | ALEXANDRIA | VI | 22313 | NONE | FOUNDATION | GENERAL | $1,000 |
| SCHOOL YEAR ABROAD | |||||||
| 120 WATER ST | NO ANDOVER | MA | 01845 | NONE | EDUCATION | EDUCATIONAL | $1,000 |
| SHARE OUR STRENGTH | |||||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | NONE | FOUNDATION | GENERAL | $1,500 |
| UNIVERSITY OF ILLINOIS IGPA | |||||||
| 1305 W GREEN ST | URBANA | IL | 61801 | NONE | FOUNDATION | GENERAL | $5,000 |
| SWARTHMORE ALUMNI FUND | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | NONE | EDUCATION | EDUCATIONAL | $800 |
| THOMAS S FOLEY INSTITUTE | |||||||
| 401 JOHNSON TOWER | PULLMAN | WA | 99164 | NONE | FOUNDATION | GENERAL | $500 |
| TREES NY | |||||||
| 100 GOLD ST | NEW YORK | NY | 10038 | NONE | FOUNDATION | GENERAL | $10,000 |
| UCONN FOUNDATION (COOP EXT CENTER) | |||||||
| 2390 ALUMNI DR | STORRS | CT | 06269 | NONE | EDUCATION | EDUCATIONAL | $250 |
| UNICEF | |||||||
| POB 96964 | WASHINGTON | DC | 20090 | NONE | FOUNDATION | GENERAL | $5,000 |
| UNITED WAY WESTERN CT | |||||||
| 83 W ST | DANBURY | CT | 06810 | NONE | FOUNDATION | GENERAL | $1,000 |
| UNIVERSITY OF CHICAGO LABORATORY SCHOOL | |||||||
| 1362 E 59TH ST | CHICAGO | IL | 60637 | NONE | EDUCATION | EDUCATIONAL | $700 |
| UPPER VALLEY AQUATIC CENTER | |||||||
| POB 1198 | WHITE RIVER JUNCTION | VT | 05001 | NONE | FOUNDATION | GENERAL | $1,500 |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | NONE | FOUNDATION | GENERAL | $3,500 |
| UPPER VALLEY LAND TRUST | |||||||
| 19 BUCK RD | HANOVER | NH | 03755 | NONE | FOUNDATION | GENERAL | $750 |
| UPPER VALLEY TRAILS ALLIANCE | |||||||
| POB 1215 | NORWICH | VT | 05055 | NONE | FOUNDATION | GENERAL | $1,000 |
| USA FOR UNHCR UN REFUGEE AGENCY | |||||||
| 1775 K ST NW | WASHINGTON | DC | 20006 | NONE | FOUNDATION | GENERAL | $5,000 |
| VERMONT FOOD BANK | |||||||
| 33 PARKER RD | BARRE | VT | 05641 | NONE | FOUNDATION | GENERAL | $3,000 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVE | COLCHESTER | VT | 05446 | NONE | FOUNDATION | GENERAL | $1,900 |
| VERMONT TECHNICAL COLLEGE | |||||||
| POB 500 | RANDOLPH CENTER | VT | 05061 | NONE | FOUNDATION | GENERAL | $6,000 |
| VISITING NURSE SERVICES OF NEW MILFORD CT | |||||||
| 68 PARK LANE RD | NEW MILFORD | CT | 06776 | NONE | FOUNDATION | GENERAL | $600 |
| WEANTINOGE LAND TRUST | |||||||
| POB 821 | KENT | CT | 06757 | NONE | FOUNDATION | GENERAL | $100 |
| WILDLIFE CONSERVATION SOCIETY (NYC ZOOS) | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | FOUNDATION | GENERAL | $1,700 |
| WMNR FINE ARTS RADIO | |||||||
| POB 920 | MONROE | CT | 06468 | NONE | FOUNDATION | GENERAL | $100 |
| WOMENS CENTER OF DANBURY | |||||||
| 2 WEST ST | DANBURY | CT | 06810 | NONE | FOUNDATION | GENERAL | $500 |
| WORKER JUSTICE CENTER OF NEW YORK | |||||||
| 9 MAIN ST | KINGSTON | NY | 12401 | NONE | FOUNDATION | GENERAL | $1,000 |
| WSHU PUBLIC RADIO (CT) | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | NONE | FOUNDATION | GENERAL | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,760 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$72,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,369 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,369 | 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 | 2017 TE TAX RETURN | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,408,779 | EOYBookValueAmt |
| EOYFMV | $3,181,023 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PO RENTAL BOX/POSTAGE | $190 | $0 | $0 |
| SUPPLIES | $268 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIRST MANHATTAN INVESTMENT MANAGEMENT FEES | $18,233 | $0 | $0 |
| FIRST MANHATTAN INVESTMENT MANAGEMENT FEES | $16,787 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2017-2018 TAX DUE WITH RETURN | CategoryTxt |
| Amt | $728 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments