BETA

HELPING HAND FOUNDATION TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HELPING HAND FOUNDATION TR (EIN 13-7409533)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202023189349102372
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T15:32:37-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN130485070PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERDON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137409533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELPING HAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHELPBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line158 DAWN HABOR LANEAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN WEINERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANFORD STOLARPreparerPersonNm
PTINP00544600PTIN
Phone2128320400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.125.164.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm12:11:14IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdCB7BD1F6EF7B0B51FEE2AE6630CF6B00C329C0EDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$228,191FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$499,719ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$944InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$944InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$181,639NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$500,340GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$181,639CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$682,302TotalRevAndExpnssAmt
Total Net Invst Incm$182,583TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$377,112ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$377,112ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$377,112TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$377,112TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$305,190ExcessRevenueOverExpensesAmt
Net Investment Income$182,583NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$104,019CashBOYAmt
Cash EOY$228,191CashEOYAmt
Cash EOYFMV$228,191CashEOYFMVAmt
Total Assets BOY$104,019TotalAssetsBOYAmt
Total Assets EOY$228,191TotalAssetsEOYAmt
Total Assets EOYFMV$228,191TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$104,019RetainedEarningBOYAmt
Retained Earning EOY$228,191RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$104,019TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$228,191TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$104,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$228,191TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$104,019TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$305,190ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$409,209SubtotalAmt
Other Decreases$181,018OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$228,191TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EDGEWOOD GROWTH FUND-4562.778 UNITS2015-11-042019-12-18$173,386$104,852$68,534$68,534
SPDR S&P 500 ETF - 191 UNITS2015-11-042019-12-17$61,104$40,195$20,909$20,909
SPDR S&P 500 ETF - 831 UNITS2016-07-072019-12-17$265,850$173,654$92,196$92,196
FieldValueIRS element (for citing)
Capital Gain Net Income$181,639CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$470,205AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$231,884NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.027760DistributionYr1Rt
Adjusted Qlfy Distri Yr2$429,677AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$357,504NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.201880DistributionYr2Rt
Adjusted Qlfy Distri Yr3$416,967AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$524,236NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.795380DistributionYr3Rt
Adjusted Qlfy Distri Yr4$355,477AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$146,755NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.422248DistributionYr4Rt
Adjusted Qlfy Distri Yr5$263,920AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$220,745NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.195588DistributionYr5Rt
Total Distribution7.642856TotalDistributionRt
Average Distribution1.528571AverageDistributionRt
Net Vl Noncharitable Assets$90,545NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$138,404AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,826NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$140,230AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$377,112QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,826InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,826SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,826TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,349EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,349TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,523OverpaymentAmt
Applied To ES Tax$2,523AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBERDON LLPIndividualWithBooksNm
Phone2128320400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1360 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN B WEINER
58 DAWN HARBOR LANERIVERSIDECT06878TRUSTEE AS REQUIRED0.00$0$0$0
JILL WEINER
58 DAWN HARBOR LANERIVERSIDECT06878TRUSTEE AS REQUIRED0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,924AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$91,924TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$91,924AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,379CashDeemedCharitableAmt
Net Vl Noncharitable Assets$90,545NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,527MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,527MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,826TaxBasedOnInvestmentIncomeAmt
Total Tax$1,826TotalTaxAmt
Distributable Before Adj$2,701DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,701DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$377,112ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$377,112QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,826PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$375,286AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,701DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$252,883ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$355,477ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$390,756ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$411,816ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$460,371ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,871,303TotalExcessDistributionCyovAmt
Qualifying Distributions$377,112QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,701AppliedToCurrentYearAmt
Remaining Distri From Corpus$374,411RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,245,714TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$252,883ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,992,831ExcessDistriCyovToNextYrAmt
Excess From Year4$355,477ExcessFromYear4Amt
Excess From Year3$390,756ExcessFromYear3Amt
Excess From Year2$411,816ExcessFromYear2Amt
Excess From Year1$460,371ExcessFromYear1Amt
Excess From Current Year$374,411ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS - GREENWICH
4 HORSENECK LANEGREENWICHCT06830NONEPCGENERAL CHARITABLE$800
CHILDREN OF FALLEN PATRIOTS
1818 LIBRARY STREET SUITE 500RESTONVA20190NONEPCGENERAL CHARITABLE$2,500
CITY YEAR
287 COLUMBUS AVEBOSTONMA02116NONEPCGENERAL CHARITABLE$10,000
GREENWICH EMERGENCY SERVICES - GEMS
1111 E PUTNAM AVE 201RIVERSIDECT06878NONEPCGENERAL CHARITABLE$1,000
GREENWICH HOSPITAL
5 PERRYRIDGE RDGREENWICHCT06830NONEPCGENERAL CHARITABLE$10,000
GREENWICH UNITED WAY
ONE LAFAYETTE COURTGREENWICHCT06830NONEPCGENERAL CHARITABLE$3,600
IMPACT FAIRFIELD COUNTY
382 GREENWICH AVEGREENWICHCT06830NONEPCGENERAL CHARITABLE$7,000
JAFCO
4200 NORTH UNIVERSITY DRVIESUNRISEFL33351NONEPCGENERAL CHARITABLE$5,100
KIDS IN CRISIS
1 SALEM STCOS COBCT06807NONEPCGENERAL CHARITABLE$1,000
RANDALL'S ISLAND PARK ALLIANCE
24 WEST 61TH STNEW YORKNY10023NONEPCGENERAL CHARITABLE$75,000
REACH PREP
1 DOCK ST 100STAMFORDCT06902NONEPCGENERAL CHARITABLE$2,513
ST VINCENT'S MEDICAL CENTER
2800 MAIN STREETBRIDGEPORTCT06606NONEPCGENERAL CHARITABLE$5,000
TEMPLE SHOLOM
300 E PUTNAM AVEGREENWICHCT06830NONEPCGENERAL CHARITABLE$3,300
THE GREENWICH COUNTRY DAY SCHOOL
401 OLD CHURCH RDGREENWICHCT06830NONEPCGENERAL CHARITABLE$225,500
THE STAMFORD HOSPITAL
1 HOSPITAL PLAZASTAMFORDCT06902NONEPCGENERAL CHARITABLE$10,000
TULANE UNIVERSITY
6823 ST CHARLES AVENEW ORLEANSLA70118NONEPCGENERAL CHARITABLE$1,000
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
9 CAMBRIDGE CENTERCAMBRIDGEMA02142NONEPCGENERAL CHARITABLE$5,000
YWCA
259 E PUTNAMGREENWICHCT06830NONEPCGENERAL CHARITABLE$777
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NONEPCGENERAL CHARITABLE$1,000
AGAWAM COUNCIL
54 AGAWAM ROADRAYMONDME04071NONEPCGENERAL CHARITABLE$515
ONS FOUNDATION
6 GREENWICH OFFICE PARKGREENWICHCT06831NONEPCGENERAL CHARITABLE$3,500
ASPCA
393 NORTH STREETGREENWICHCT06830NONEPCGENERAL CHARITABLE$80
NATIONAL BREAST CANCER FOUNDATION
PO BOX 678572DALLASTX75267NONEPCGENERAL CHARITABLE$350
HORIZONS NATIONAL
120 POST RD W 202WESTPORTCT06880NONEPCGENERAL CHARITABLE$2,577
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$377,112TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$944ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$181,639ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$182,583ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$182,583TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JONATHAN B AND JILL WEINER
158 DAWN HARBOR LANERIVERSIDECT06878$172,792Yes (X)Yes (X)
JONATHAN B AND JILL WEINER
258 DAWN HARBOR LANERIVERSIDECT06878$326,927Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1EDGEWOOD GROWTH FUND, 4562.778 UNITS$172,7922019-12-17
2SPDR S&P 500 ETF, 1022 UNITS$326,6012019-12-17

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN FMV AND BASIS OF SECURITIES RECEIVEDDesc
Amt$181,018Amt

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