PANWY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-23
- IRS object ID
- 202022979349100302
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-23T10:15:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580466330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4418 MAIL CODE 633 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136130759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PANWY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O EAGLE CAP INT'L LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PANW | BusinessNameControlTxt |
| Phone | 2036616616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E PUTNAM AVE NO 3100 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH M WYMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2036616616 | PhoneNum |
| Signature | 2020-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUNTRUST BANK | PreparerPersonNm |
| PTIN | P01315691 | PTIN |
| Phone | 2036616616 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.119.178.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-23 | IPDt |
| IP Tm | 11:14:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B44C7B5F91D1E83584D8AAE23FC5CCCE4D417525 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B44C7B5F91D1E83584D8AAE23FC5CCCE4D417525 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,604,837 | 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 | $77,806 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $89,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,139,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,309 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $110 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $352,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,303 | 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 |
| Other Prof Fees Rev And Expnss | $54,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,974 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,762 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,310 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,052 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $166,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $156,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $243,747 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $243,747 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,050 | AcctRcvblAmt |
| Acct Rcvbl EOY | $4,050 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,050 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $2,921,812 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,094,107 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,272,704 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$181,301 | OtherAssetsBOYAmt |
| Other Assets EOY | -$270,783 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $84,336 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,896,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,071,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,604,837 | 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 | $2,896,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,071,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,896,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,071,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,896,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,071,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,896,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $166,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,712 | OtherIncreasesAmt |
| Subtotal | $3,074,196 | SubtotalAmt |
| Other Decreases | $3,075 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,071,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| VIA ACL ALTERNATIVE FUND LIMITED | P | $1,482 | $1,482 | $1,482 | |||
| VIA ACL ALTERNATIVE FUND LIMITED | P | $1,482 | $1,482 | $1,482 | |||
| AQR FUNDS LNG EQTY | P | $6,405 | $75 | $75 | 2018-12-20 | 2019-07-08 | $6,330 |
| DFA LARGE CAP INTL PORT INSTL | P | $699 | -$42 | -$42 | 2018-09-28 | 2019-09-27 | $741 |
| DFA LARGE CAP INTL PORT INSTL | P | $2,136 | -$22 | -$22 | 2019-06-28 | 2019-09-27 | $2,158 |
| DFA LARGE CAP INTL PORT INSTL | P | $583 | $3 | $3 | 2019-03-29 | 2019-09-27 | $580 |
| DFA LARGE CAP INTL PORT INSTL | P | $1,065 | $92 | $92 | 2018-12-18 | 2019-09-27 | $973 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $753 | -$155 | -$155 | 2018-09-28 | 2019-09-27 | $908 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $1,314 | -$4 | -$4 | 2019-06-28 | 2019-09-27 | $1,318 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $8,646 | $582 | $582 | 2018-12-18 | 2019-09-27 | $8,064 |
| DFA US CORE EQTY 2 PORT INSTL | P | $182 | $8 | $8 | 2019-09-30 | 2019-11-04 | $174 |
| DFA US CORE EQTY 2 PORT INSTL | P | $181 | $9 | $9 | 2019-06-28 | 2019-11-04 | $172 |
| DFA US CORE EQTY 2 PORT INSTL | P | $166 | $13 | $13 | 2019-03-29 | 2019-11-04 | $153 |
| DFA US CORE EQTY 2 PORT INSTL | P | $770 | $128 | $128 | 2018-12-18 | 2019-11-04 | $642 |
| DFA US CORE EQTY 2 PORT INSTL | P | $2,140 | $99 | $99 | 2019-09-30 | 2019-11-05 | $2,041 |
| DFA US CORE EQTY 2 PORT INSTL | P | $2,128 | $110 | $110 | 2019-06-28 | 2019-11-05 | $2,018 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,949 | $154 | $154 | 2019-03-29 | 2019-11-05 | $1,795 |
| DFA US CORE EQTY 2 PORT INSTL | P | $9,045 | $1,507 | $1,507 | 2018-12-18 | 2019-11-05 | $7,538 |
| AQR FUNDS LNG EQTY | P | $8,766 | -$2,454 | -$2,454 | 2017-12-21 | 2019-07-08 | $11,220 |
| AQR FUNDS LNG EQTY | P | $2,884 | -$527 | -$527 | 2016-12-21 | 2019-07-08 | $3,411 |
| AQR FUNDS LNG EQTY | P | $94,211 | -$5,789 | -$5,789 | 2016-02-10 | 2019-07-08 | $100,000 |
| DFA LARGE CAP INTL PORT INSTL | P | $1,023 | -$52 | -$52 | 2017-12-15 | 2019-09-27 | $1,075 |
| DFA LARGE CAP INTL PORT INSTL | P | $265 | -$16 | -$16 | 2018-03-29 | 2019-09-27 | $281 |
| DFA LARGE CAP INTL PORT INSTL | P | $644 | $0 | $0 | 2017-09-29 | 2019-09-27 | $644 |
| DFA LARGE CAP INTL PORT INSTL | P | $1,992 | -$72 | -$72 | 2018-06-29 | 2019-09-27 | $2,064 |
| DFA LARGE CAP INTL PORT INSTL | P | $1,777 | $2 | $2 | 2017-06-30 | 2019-09-27 | $1,775 |
| DFA LARGE CAP INTL PORT INSTL | P | $141,152 | $1,152 | $1,152 | 2017-05-12 | 2019-09-27 | $140,000 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $464 | -$139 | -$139 | 2017-09-29 | 2019-09-27 | $603 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $8,259 | -$2,028 | -$2,028 | 2017-12-15 | 2019-09-27 | $10,287 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $490 | -$114 | -$114 | 2014-06-10 | 2019-09-27 | $604 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $407 | -$88 | -$88 | 2017-06-30 | 2019-09-27 | $495 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $473 | -$81 | -$81 | 2014-09-10 | 2019-09-27 | $554 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $548 | -$84 | -$84 | 2015-06-09 | 2019-09-27 | $632 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $3,355 | -$234 | -$234 | 2013-12-12 | 2019-09-27 | $3,589 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $224 | -$20 | -$20 | 2016-09-30 | 2019-09-27 | $244 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $375 | -$24 | -$24 | 2015-09-10 | 2019-09-27 | $399 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $6,052 | -$353 | -$353 | 2016-12-15 | 2019-09-27 | $6,405 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $615 | -$25 | -$25 | 2016-03-31 | 2019-09-27 | $640 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $4,010 | -$105 | -$105 | 2015-12-16 | 2019-09-27 | $4,115 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $4,331 | -$41 | -$41 | 2014-12-16 | 2019-09-27 | $4,372 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $1,864 | $39 | $39 | 2016-06-30 | 2019-09-27 | $1,825 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $1,712 | $65 | $65 | 2013-06-11 | 2019-09-27 | $1,647 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $30 | $1 | $1 | 2013-03-11 | 2019-09-27 | $29 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $2,752 | $370 | $370 | 2012-12-18 | 2019-09-27 | $2,382 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $120,378 | $20,378 | $20,378 | 2011-11-08 | 2019-09-27 | $100,000 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $358 | $62 | $62 | 2012-09-13 | 2019-09-27 | $296 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $3,619 | $886 | $886 | 2011-12-16 | 2019-09-27 | $2,733 |
| DFA INTL SMALL CAP VALUE PORT INSTL | P | $1,721 | $428 | $428 | 2012-06-13 | 2019-09-27 | $1,293 |
| DFA US CORE EQTY 2 PORT INSTL | P | $168 | $1 | $1 | 2018-09-28 | 2019-11-04 | $167 |
| DFA US CORE EQTY 2 PORT INSTL | P | $160 | $9 | $9 | 2018-06-29 | 2019-11-04 | $151 |
| DFA US CORE EQTY 2 PORT INSTL | P | $654 | $55 | $55 | 2017-12-15 | 2019-11-04 | $599 |
| DFA US CORE EQTY 2 PORT INSTL | P | $70 | $7 | $7 | 2018-03-29 | 2019-11-04 | $63 |
| DFA US CORE EQTY 2 PORT INSTL | P | $167 | $20 | $20 | 2017-09-29 | 2019-11-04 | $147 |
| DFA US CORE EQTY 2 PORT INSTL | P | $163 | $25 | $25 | 2017-06-30 | 2019-11-04 | $138 |
| DFA US CORE EQTY 2 PORT INSTL | P | $150 | $24 | $24 | 2017-03-31 | 2019-11-04 | $126 |
| DFA US CORE EQTY 2 PORT INSTL | P | $480 | $91 | $91 | 2016-12-15 | 2019-11-04 | $389 |
| DFA US CORE EQTY 2 PORT INSTL | P | $155 | $35 | $35 | 2015-06-09 | 2019-11-04 | $120 |
| DFA US CORE EQTY 2 PORT INSTL | P | $122 | $28 | $28 | 2015-03-10 | 2019-11-04 | $94 |
| DFA US CORE EQTY 2 PORT INSTL | P | $149 | $37 | $37 | 2016-09-30 | 2019-11-04 | $112 |
| DFA US CORE EQTY 2 PORT INSTL | P | $145 | $36 | $36 | 2014-09-10 | 2019-11-04 | $109 |
| DFA US CORE EQTY 2 PORT INSTL | P | $144 | $37 | $37 | 2014-06-10 | 2019-11-04 | $107 |
| DFA US CORE EQTY 2 PORT INSTL | P | $498 | $138 | $138 | 2014-12-16 | 2019-11-04 | $360 |
| DFA US CORE EQTY 2 PORT INSTL | P | $98 | $27 | $27 | 2014-03-11 | 2019-11-04 | $71 |
| DFA US CORE EQTY 2 PORT INSTL | P | $193 | $55 | $55 | 2016-03-31 | 2019-11-04 | $138 |
| DFA US CORE EQTY 2 PORT INSTL | P | $183 | $52 | $52 | 2016-06-30 | 2019-11-04 | $131 |
| DFA US CORE EQTY 2 PORT INSTL | P | $171 | $49 | $49 | 2015-09-10 | 2019-11-04 | $122 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,052 | $308 | $308 | 2015-12-16 | 2019-11-04 | $744 |
| DFA US CORE EQTY 2 PORT INSTL | P | $575 | $186 | $186 | 2013-12-12 | 2019-11-04 | $389 |
| DFA US CORE EQTY 2 PORT INSTL | P | $38,601 | $13,601 | $13,601 | 2013-10-07 | 2019-11-04 | $25,000 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,973 | $7 | $7 | 2018-09-28 | 2019-11-05 | $1,966 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,878 | $103 | $103 | 2018-06-29 | 2019-11-05 | $1,775 |
| DFA US CORE EQTY 2 PORT INSTL | P | $7,690 | $661 | $661 | 2017-12-15 | 2019-11-05 | $7,029 |
| DFA US CORE EQTY 2 PORT INSTL | P | $817 | $76 | $76 | 2018-03-29 | 2019-11-05 | $741 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,958 | $229 | $229 | 2017-09-29 | 2019-11-05 | $1,729 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,918 | $294 | $294 | 2017-06-30 | 2019-11-05 | $1,624 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,764 | $291 | $291 | 2017-03-31 | 2019-11-05 | $1,473 |
| DFA US CORE EQTY 2 PORT INSTL | P | $246,645 | $46,645 | $46,645 | 2017-01-20 | 2019-11-05 | $200,000 |
| DFA US CORE EQTY 2 PORT INSTL | P | $2,863 | $550 | $550 | 2016-12-15 | 2019-11-05 | $2,313 |
| DFA US CORE EQTY 2 PORT INSTL | P | $924 | $210 | $210 | 2015-06-09 | 2019-11-05 | $714 |
| DFA US CORE EQTY 2 PORT INSTL | P | $728 | $171 | $171 | 2015-03-10 | 2019-11-05 | $557 |
| DFA US CORE EQTY 2 PORT INSTL | P | $886 | $220 | $220 | 2016-09-30 | 2019-11-05 | $666 |
| DFA US CORE EQTY 2 PORT INSTL | P | $865 | $218 | $218 | 2014-09-10 | 2019-11-05 | $647 |
| DFA US CORE EQTY 2 PORT INSTL | P | $860 | $222 | $222 | 2014-06-10 | 2019-11-05 | $638 |
| DFA US CORE EQTY 2 PORT INSTL | P | $2,967 | $824 | $824 | 2014-12-16 | 2019-11-05 | $2,143 |
| DFA US CORE EQTY 2 PORT INSTL | P | $586 | $164 | $164 | 2014-03-11 | 2019-11-05 | $422 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,152 | $330 | $330 | 2016-03-31 | 2019-11-05 | $822 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,091 | $313 | $313 | 2016-06-30 | 2019-11-05 | $778 |
| DFA US CORE EQTY 2 PORT INSTL | P | $1,020 | $293 | $293 | 2015-09-10 | 2019-11-05 | $727 |
| DFA US CORE EQTY 2 PORT INSTL | P | $6,273 | $1,845 | $1,845 | 2015-12-16 | 2019-11-05 | $4,428 |
| DFA US CORE EQTY 2 PORT INSTL | P | $3,430 | $1,115 | $1,115 | 2013-12-12 | 2019-11-05 | $2,315 |
| DFA US CORE EQTY 2 PORT INSTL | P | $230,066 | $80,066 | $80,066 | 2013-10-10 | 2019-11-05 | $150,000 |
| SPDR GOLD TR | P | $647 | $234 | $234 | 2019-12-10 | $413 | |
| ABBEY CAPITAL ACL ALTERNATIVE FUND LTD | P | $103,208 | $0 | $0 | 2008-07-02 | 2019-05-21 | $103,208 |
| CAPITAL GAINS DIVIDENDS | P | $17,749 | $17,749 | $17,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $320,090 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,145,665 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077211 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,965,502 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $187,268 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,726,351 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $294,764 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,860,524 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076353 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $293,895 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,198,855 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069994 | DistributionYr5Rt |
| Total Distribution | 0.310507 | TotalDistributionRt |
| Average Distribution | 0.062101 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,297,979 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $266,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,187 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $269,096 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,052 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,815 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,315 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $4,904 | OverpaymentAmt |
| Applied To ES Tax | $4,904 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH M WYMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036616616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ECI LLC 15 E PUTNAM AVE 3100 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RALPH M WYMAN | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RUTH L RUSSELL | ||||||||
| 5025 ARLINGTON AVE | RIVERDALE | NY | 10471 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIRGINIA W MEYER | ||||||||
| 518 WEST LYON FARM DRIVE | GREENWICH | CT | 06831 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CARLA BENKA | ||||||||
| 26 CIRCUIT ROAD | CHESTNUT HILL | MA | 02467 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PEGGY R ROSENBLUM | ||||||||
| 143 HOBART ROAD | NEWTON CENTRE | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LESLIE A W COOPER | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| ALEXANDRA NP DORF | ||||||||
| 44 HARRISON STREET APT 2 | BROOKLINE | MA | 02446 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRISTINA WYMAN | ||||||||
| 207 EAST 74TH STREET APT2L | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,890,308 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $209,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $263,961 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,363,430 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,363,430 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,297,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,375 | TotalTaxAmt |
| Distributable Before Adj | $210,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,052 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,052 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,052 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $86,740 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $103,040 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,016 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $119,171 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $309,967 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,052 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,052 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $86,472 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $86,472 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $223,495 | 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 | $268 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $223,227 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $103,040 | ExcessFromYear4Amt |
| Excess From Year3 | $1,016 | ExcessFromYear3Amt |
| Excess From Year1 | $119,171 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2LIFE COMMUNITES | |||||||
| 30 WALLINGFORD ROAD | BOSTON | MA | 02135 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| AARP FOUNDATION | |||||||
| 601 E STREET | WASHINGTON DC | DC | 20049 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ALBERT SCHWEITZER FELLOWSHIP | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ASPCA | |||||||
| 860 MARIETTA BLVD | ATLANTA | GA | 30318 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $8,350 |
| AMHERST COLLEGE | |||||||
| 220 SOUTH PLEASANT STREET | AMHERST | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| BOSTON SYMPHONY ANNUAL FUND | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| AT HOME IN GREENWICH | |||||||
| 139 EAST PUTNAM AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| BROOKLINE EMERGENCY FOOD PANTRY | |||||||
| 15 SAINT PAUL STREET | BROOKLINE | MA | 02446 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CARL SCHURZ PARK CONSERVANCY | |||||||
| 523 E 85TH STREET | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CENTER FOR FOOD ACTION INC | |||||||
| 192 W DEMAREST AVE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CONNECTICUT PUBLIC TELEVISION | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CENTER OF THEOLOGICAL INQUIRY | |||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| COOLIDGE CORNER THEATRE FOUNDATION | |||||||
| 290 HARVARD STREET | BROOKLINE | MA | 02446 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| CJD FOUNDATION INC | |||||||
| 3610 W MARKET STREET SUITE 110 | AKRON | OH | 44333 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| EMS APPLE TREE FUND | |||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| GREENWICH HOSPITAL FOUNDATION | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | DONEE | HOSPITAL | CHARITABLE DONATION | $350 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CONNECTICUT FOOD BANK | |||||||
| 56 EAGLE STREET | WATERBURY | CT | 06708 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| COUNCIL OF THE ARTS AT MIT | |||||||
| MIT | BOSTON | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $5,250 |
| CRESCENDO INC | |||||||
| MINNEAPOLIS | MINNEAPOLIS | MN | 55419 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| MIT ANNUAL FUND | |||||||
| 600 MEMORIAL DRIVE W98-200 | CAMBRIDGE | MA | 02139 | DONEE | COLLEGE | CHARITABLE DONATION | $1,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | DONEE | COLLEGE | CHARITABLE DONATION | $500 |
| NATIVE FISH SOCIETY | |||||||
| 813 7TH AVENUE STE 200A | OREGON CITY | OR | 97045 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| DOCTORS WITHHOUT BORDERS USA | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| NORWARK COMMUNITY COLLEGE FOUNDATION | |||||||
| 188 RICHARDS AVE | NORWALK | CT | 06854 | DONEE | COLLEGE | CHARITABLE DONATION | $500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| FAMILY CENTERS INC | |||||||
| PO BOX 7550 GREENWICH | GREENWICH | CT | 06836 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| FAMILY RE-ENTRY | |||||||
| 9 MOTT AVE 110 | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| FINCA INTERNATIONAL | |||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| ONE WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,500 |
| FLAT ROCK BROOKE NATURE ASSOCIATION | |||||||
| FLAT ROCK BROOKE NATURE ASSOCIATION | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| FRIENDS OF GREENWICH POINT | |||||||
| PO BOX 711 | OLD GREENWICH | CT | 06870 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GOOD SHEPHERD COMMUNITY CARE | |||||||
| 90 WELLS AVENUE | NEWTON | MA | 02459 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER ROAD | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,550 |
| GREENWICH ARTS COUNCIL | |||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| GREENWICH CHAPLAINCY SERVICES | |||||||
| 70 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GREENWICH EMERGENCY MEDICAL SERVICE | |||||||
| 1111 E PUTNAM AVENUE | GREENWICH | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| GREENWICH HOSPITAL ASSOCIATION | |||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | DONEE | HOSPITAL | CHARITABLE DONATION | $250 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM | GREENWICH | CT | 06830 | DONEE | LIBRARY | CHARITABLE DONATION | $1,100 |
| OFFICE OF CONCERN FOOD PANTRY | |||||||
| 55 W DEMAREST AVE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,200 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GUIDING EYES FOR THE BLIND | |||||||
| PO BOX 97007 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| HABITAT FOR HUMANITY OF COASTAL FAIFIELD COUNTRY | |||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| PARKINSON'S FOUNDATION | |||||||
| P O BOX 6003 | ALBERT LEA | MN | 56007 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PLANNED PARENTHOOD | |||||||
| 23 HYATT STREET | STATEN ISLAND | NY | 10301 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| PROJECT HEALING WATERS FLY FISHING INC | |||||||
| P O BOX 695 | LAPLATA | MD | 20646 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| REACH OUT AND READ | |||||||
| 89 SOUTH STREET STE 201 | BOSTON | MA | 02111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| JONAS PHILANTHROPIES | |||||||
| 560 WEST 168TH STREET | NEW YORK | NY | 10032 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON ROA | BRONX | NY | 10471 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| RIVERDALE NEIGHBORHODD HOUSE | |||||||
| 5521 MOSHOLU AVE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,000 |
| ROCKINGHAM ARTS & MUSEUM PROJECT | |||||||
| 7 CANAL STREET | BELLOWS | VT | 05101 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| LEAGUE OF WOMEN VOTES | |||||||
| 1730 M STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SMITH COLLEGE | |||||||
| 10 ELM STREET | NORTHAMPTO | MA | 01063 | DONEE | COLLEGE | CHARITABLE DONATION | $100 |
| LIBERATION PROGRAMS INCORPORATED | |||||||
| 129 GLOVER AVENUE | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| LUTHERAN CHURCH MISSOURI SYNOD | |||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE SPENCE SCHOOL | |||||||
| 22 E 91ST STREET | NEW YORK | NY | 10128 | DONEE | SCHOOL | CHARITABLE DONATION | $1,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $3,000 |
| MEALS-ON-WHEELS | |||||||
| 1200 WASHINGTON AVENUE | MINNEAPOLIS | MN | 55415 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | DONEE | HOSPITAL | CHARITABLE DONATION | $100 |
| STRATTON FOUNDATION | |||||||
| VILLAGE SQUARE STE 2D | STRATTON MOUNTAIN | VT | 05155 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,250 |
| STUDIO IN A SCHOOL ASSN INC | |||||||
| 75 WEST END AVE STE 3 | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| MIDDLEBURY COLLEGE | |||||||
| OLD CHAPEL MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | DONEE | COLLEGE | CHARITABLE DONATION | $500 |
| THE GREENWICH ALLIANCE FOR EDUCATION | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| MOUNTAIN VALLEY MEDICAL CLINIC | |||||||
| 38 VT ROUTE 11 | LONDONDERRY | VT | 05148 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | |||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON DC | DC | 20001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| THE BERGEN FAMILY CENTER | |||||||
| 44 ARMORY STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,100 |
| TROUT UNLIMITED | |||||||
| 1536 WYNKOOP STREET | DENVER | CO | 80202 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| WILD STEELHEAD COALITION | |||||||
| 117 E LOUISA STREET | SEATTLE | WA | 98102 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| YWCA OF GREENWICH | |||||||
| 259 E PUTNAM AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| NORTHFILED MT HEERMON | |||||||
| 1 LAMPLIGHTER WAY | MONT HERMON | MA | 01354 | DONEE | SCHOOL | CHARITABLE DONATION | $100 |
| NORWALK COMMUNITY TECHNICAL COLLEGE FUND | |||||||
| 188 RICHARDS AVE | NORWARK | CT | 06854 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| ONE EQUAL HEART FOUNDATION | |||||||
| 1620 BROADWAY AVENUE SUITE 205 | SEATTLE | WA | 98122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PARSONAGE COTTAGE HOME | |||||||
| 88 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| PERU CONGREGATIONAL CHURCH | |||||||
| 1431 FOURTH STREET | PERU | IL | 61354 | DONEE | CHURCH | CHARITABLE DONATION | $500 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| PRINCETON THEOLOGICAL SEMINARY | |||||||
| 64 MERCER STREET | PRINCETON | NJ | 08542 | DONEE | SCHOOL | CHARITABLE DONATION | $350 |
| RESURGE INTERNATIONAL | |||||||
| 145 N WOLFE RD | SUNNYVALE | CA | 94086 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| ROSIE'S PLACE | |||||||
| 1102 SOUTHWEST INVAHOE STREET | PORT ST LUCIE | FL | 34983 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| RUSSIAN ARTS FOUNDATION | |||||||
| 1350 TREAT BLVD SUITE 400 | WALNUTE CREEK | CA | 94597 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| SHELTER FOR THE HOMELESS INC | |||||||
| PO BOX 1252 | STAMFORD | CT | 06902 | DONEE | SHELTER | CHARITABLE DONATION | $100 |
| SILENT IMAGES | |||||||
| PO BOX 667 | MATTHEWS | NC | 28106 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| SOTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| SPCA WESTCHESTER | |||||||
| 590 NORTH STATE ROAD | BRIARCLIFF MANOR | NY | 10510 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| THE BIG PICTURE FOUNDATION | |||||||
| 2997 E COBB PKWY | ATLANTA | GA | 31139 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,250 |
| THE CARCINOID CANCER FOUNDATION | |||||||
| 333 MAMARONECK AVENUE 492 | WHITE PLAINS | NY | 10605 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| THE CARVER FOUNDATION OF NORWARK | |||||||
| 7 ACADEMY STREET | NORWALK | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| THE COMMUNITY CHEST OF ENGLEWOOD | |||||||
| 122 SOUTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,000 |
| THE DOE FUND INC | |||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| THE HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| THE LIGHTHOUSE | |||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE LOOMIS CHAFFEE SCHOOL | |||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| THE OPEN DOOR SHELTER - NORWARK | |||||||
| 4 MERRITT ST | NORWALK | CT | 06854 | DONEE | SHELTER | CHARITABLE DONATION | $150 |
| THE SMILR TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THIRTEENWNET NEW YORK | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| TRINITY CHURCH | |||||||
| 76 TRINITY PLACE | NEW YORK | NY | 10006 | DONEE | CHURCH | CHARITABLE DONATION | $1,000 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $20,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,600 | 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 | $89,884 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $184,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $274,303 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,303 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARGUERITE WYMAN IRA | |||||||
| 1 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $72,806 | Yes (X) | |
| MARK COOPER | |||||||
| 2 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $5,000 | Yes (X) | |
| JEFFREY RUSSELL | |||||||
| 3 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $4,352 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 161 SHARES OF BANK OF AMERICA | NoncashPropertyDesc |
| Fair Market Value | $4,352 | FairMarketValueAmt |
| Received | 2019-03-28 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-US EQUITIES | AT COST | $1,637,294 | $2,629,411 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | $680,899 | $774,702 |
| MUTUAL FUNDS-BONDS | AT COST | $669,278 | $688,966 |
| SPDR GOLD TRUST SHS | AT COST | $106,636 | $179,625 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | -$325,243 | -$325,243 | $13,052 |
| ABBEY CAPITAL ACL ALTERNATIVE FUND | $92,683 | ||
| FPA FDS TR FPA CRESCENT I | $51,259 | $54,460 | $71,284 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN ACL ALTERNATIVE FUND | Desc |
| Amt | $3,075 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE ANNUAL FEES | $452 | $0 | $452 |
| VIA ACL ALTERNATIVE FUND LIMITED | $663 | $663 | $0 |
| INVESTMENT EXPENSE | $647 | $647 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VIA ACL ALTERNATIVE FUND LIMITED | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $110 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GAIN ON THE SALE OF INVESTMENT IN ACL ALTERNATIVE FUND | $10,524 |
| ACCRUED INCOME | $188 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $54,267 | Amt |
| Net Investment Income | $54,267 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,474 | $0 | $0 |
| FEDERAL TAXES | $4,500 | $0 | $0 |
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