CLAIRE L HELSING FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLAIRE L HELSING FOUNDATION (EIN 47-1865899)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202033079349100313
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T09:59:22-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 | 471865899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAIRE L HELSING FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WOFSEY ROSEN KWESKIN & KURIANSKY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAI | BusinessNameControlTxt |
| Phone | 2033272300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069011490 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL YOUNG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033272300 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANNELL LYNE | PreparerPersonNm |
| PTIN | P00436718 | PTIN |
| Phone | 9145249000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.220.208.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-29 | IPDt |
| IP Tm | 13:59:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 08EEF34FCFD50402094AA2795CEDCD621D440138 | 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 | $3,014,639 | 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 | $88,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $118,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,602 | 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 |
| Legal Fees Rev And Expnss | $13,923 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,961 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,962 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,138 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,137 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,051 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,051 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,560 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $622 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,006 | CashBOYAmt |
| Cash EOY | $72,951 | CashEOYAmt |
| Cash EOYFMV | $72,951 | CashEOYFMVAmt |
| Corporate Stock BOY | $243,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $219,846 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $229,259 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,177,359 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,147,262 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,712,429 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,489,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,440,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,014,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,489,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,440,059 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,489,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,440,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,489,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,440,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,489,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,440,059 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,440,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| ML 862-03028/CAPITAL GAIN DISTRIBUTIONS | P | $6,091 | $6,091 | $6,091 | ||
| ML ACCT NO 862-03028 /PUBLICLY TRADED STOCKS | P | $60,516 | $461 | $461 | 2019-12-31 | $60,055 |
| ML ACCT NO 862-03028 /PUBLICLY TRADED STOCKS | P | $240,230 | $23,279 | $23,279 | 2019-12-31 | $216,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,831 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,114 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,888,031 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040898 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,899 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,844,530 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048479 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,749 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,690,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050822 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,219 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,805,718 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $156,094 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.399439 | DistributionYr5Rt |
| Total Distribution | 0.586832 | TotalDistributionRt |
| Average Distribution | 0.117366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,872,499 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $337,134 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $813 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $337,947 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,099 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,625 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,625 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,813 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,513 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,888 | OverpaymentAmt |
| Applied To ES Tax | $1,888 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YORDI FRASER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033272300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WRRK 600 SUMMER STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069011490 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL YOUNG | ||||||||
| C/O WRRK 600 SUMMER STREET | STAMFORD | CT | 069011490 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID COHEN | ||||||||
| C/O WRRK 600 SUMMER STREET | STAMFORD | CT | 069011490 | 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 |
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 | $2,848,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,916,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,916,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,872,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,625 | TotalTaxAmt |
| Distributable Before Adj | $142,000 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,000 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $142,000 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,524 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $3,288 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $31,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,901 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,901 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,911 | 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 | $15,623 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,288 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU OF CONNECTICUT FOUNDATION | ||||||
| 330 MAIN STREET | HARTFORD | CT | 06106 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $6,500 |
| AMERICAN RED CROSS CONNECTICUT CHAPTER | ||||||
| 39 LEROY AVENUE | DARIEN | CT | 06820 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $1,000 |
| BACK TO SCHOOL SHOP INC | ||||||
| 1035 NEWFIELD AVENUE SUITE 200 | STAMFORD | CT | 06905 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,000 |
| BARLETT ARBORETUM & GARDENS | ||||||
| 151 BROOKDALE ROAD | STAMFORD | CT | 06903 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,500 |
| BOYS & GIRLS CLUB OF STAMFORD | ||||||
| 347 STILLWATER AVENUE | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $4,000 |
| BUILDING ONE COMMUNITY | ||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $7,500 |
| BUILDON INC | ||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $3,000 |
| CAMPAIGN FOR JUSTICE CONNECTICUT LEGAL SERVICES INC | ||||||
| 62 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $8,000 |
| CONNECTICUT FOOD BANK | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $8,000 |
| CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS | ||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $3,000 |
| DOMUS FOUNDATION | ||||||
| 83 LOCKWOOD AVENUE | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| FERGUSON LIBRARY | ||||||
| 1 LIBRARY PLAZA | STAMFORD | CT | 06904 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| FRIENDS OF STAMFORD HIGH | ||||||
| 55 STRAWBERRY HILL AVENUE | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $8,500 |
| FUTURE 5 | ||||||
| 135 ATLANTIC STREET | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,500 |
| INTERFAITH COUNCIL OF SOUTHWESTERN CT | ||||||
| PO BOX 17262 | STAMFORD | CT | 06907 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $3,000 |
| JEWISH FAMILY SERVICE OF STAMFORD INC | ||||||
| 733 SUMMER STREET | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| MILL RIVER PARK COLLABORATIVE INC | ||||||
| 1055 WASHINGTON BLVD SUITE 101 | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,000 |
| NEW COVENANT HOUSE OF HOSPITALITY | ||||||
| 174 RICHMOND HILL AVENUE | STAMFORD | CT | 06904 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $7,500 |
| NORWALK COMMUNITY COLLEGE FOUNDATION | ||||||
| 188 RICHARDS AVENUE | NORWALK | CT | 06854 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $4,000 |
| OPERATION FUEL INC | ||||||
| 75 CHARTER OAK AVENUE SUITE 2-240 | HARTFORD | CT | 06106 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $1,500 |
| SHELTER FOR THE HOMELESS AKA PACIFIC HOUSE | ||||||
| 137 HENRY STREET SUITE 205 | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $3,500 |
| SOUNDWATERS COVE ISLAND PARK | ||||||
| 1281 COVE ROAD | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,000 |
| STAMFORD FAMILY YMCA | ||||||
| 10 BELL STREET | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $4,500 |
| STAMFORD HIGH SCHOOL- STRAWBERRY HILL PLAYERS | ||||||
| 55 STRAWBERRY HILL AVENUE | STAMFORD | CT | 06902 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $3,000 |
| STAMFORD MUSEUM AND NATURE CENTER | ||||||
| 39 SCOFIELD AVENUE TOWN ROAD | STAMFORD | CT | 06903 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $1,000 |
| STAMFORD PEACE YOUTH FOUNDATION INC | ||||||
| 925 LONG RIDGE ROAD | STAMFORD | CT | 06903 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $2,000 |
| THE ROWAN CENTER FKA CENTER FOR SEXUAL ASSAULT CRISIS COUNSELING AND EDUCA | ||||||
| 1111 SUMMER STREET SUITE 202 | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $4,000 |
| UNITED WAY OF WESTERN CONNECTICUT | ||||||
| 301 MAIN STREET SUITE 2-5 | DANBURY | CT | 06810 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $5,000 |
| WOMEN'S MENTORING NETWORK INC | ||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | AS PER RECIPIENT'S DESIGNATED PURPOSE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,000 | 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 | $88,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,831 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $118,602 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,602 | 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 | MARKS PANETH, LLP | CategoryTxt |
| Amt | $2,275 | Amt |
| Net Investment Income | $1,138 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,137 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOV. SECURITIES | StockNm |
| EOY Book Value | $219,846 | EOYBookValueAmt |
| EOYFMV | $229,259 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORPORATE BONDS | AT COST | $118,284 | $128,400 |
| MUTUAL FUNDS | AT COST | $2,028,978 | $2,584,029 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOFSEY, ROSEN, KWESKIN & KURIANSKY, LLP | CategoryTxt |
| Legal Fees | $13,923 | LegalFeesAmt |
| Net Investment Income | $6,961 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,962 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES / ML 862-03028 | Desc |
| Revenue And Expenses Per Books | $622 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $622 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES, MERRILL LYNCH BANK OF AMERICA CORPORATION | $26,901 | $26,901 | $0 |
| BANK FEES | $150 | $150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,560 | $1,560 | $0 |
| UNITED STATES TREASURY | $1,700 | $0 | $0 |
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