SMILOW FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SMILOW FOUNDATION (EIN 06-6299809)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202041959349102354
- 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
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T17:49:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061415579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capossela Cohen LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 Center Street | AddressLine1Txt |
| City | Southport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | 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 | 066299809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel E Smilow Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 2032213068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 Post Road East Suite 105 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joel E Smilow | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2032213068 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nathaniel S Yordon CPA | PreparerPersonNm |
| PTIN | P00045695 | PTIN |
| Phone | 2032547000 | PhoneNum |
| Preparation | 2020-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.89.170.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 12:58:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7CF353938A56F553BBBD019A9A98D971300C0B1A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8DDB8944FA0731FF5762AF612202D7DA3C8934C | 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 | $4,805,099 | 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 |
| Interest On Sav Rev And Expnss | $79,091 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79,091 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,018 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,018 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $679 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $679 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $86,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,788 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $3,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,364,493 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,364,493 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,368,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,364,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,282,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,026,240 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,013,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,013,785 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $269,728 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,656,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,656,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,791,313 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,952,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,670,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,805,099 | 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 | $4,952,828 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,670,645 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,952,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,670,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,952,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,670,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,952,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,282,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,670,645 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,670,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US Treasury Bond | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1996-10-02 | AcquiredDt |
| Sold | 2019-08-15 | SoldDt |
| Gross Sales Price | $250,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $269,728 | CostOrOtherBasisAmt |
| Gain Or Loss | -$19,728 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$19,728 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,728 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $206,438 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,346,851 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038609 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $511,716 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,735,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,928,666 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,926,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.325424 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,820,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,351,382 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.286623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $992,816 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,631,279 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.130098 | DistributionYr5Rt |
| Total Distribution | 0.869978 | TotalDistributionRt |
| Average Distribution | 0.173996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,158,669 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $897,588 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,020 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $898,608 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,364,493 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,581 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,581 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,561 | OverpaymentAmt |
| Applied To ES Tax | $15,561 | 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 |
| Individual With Books | Mr Joel E Smilow | IndividualWithBooksNm |
| Phone | 2032213068 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 Post Road East-Suite 105 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 |
|---|---|---|---|---|---|---|---|---|
| Joel E Smillow | ||||||||
| 830 Post Road East Suite 105 | Westport | CT | 06880 | Trustee | 0.00 | $0 | $0 | $0 |
| Joan L Smilow | ||||||||
| 830 Post Road East Suite 105 | Westport | CT | 06880 | Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,549,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,687,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,237,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,237,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,158,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,020 | TotalTaxAmt |
| Distributable Before Adj | $256,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,913 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,364,493 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,364,493 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,020 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,363,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $613,404 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,505,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,651,023 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $226,493 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,996,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,364,493 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,913 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,107,580 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,103,740 | 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 | $613,404 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,490,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,505,240 | ExcessFromYear4Amt |
| Excess From Year3 | $1,651,023 | ExcessFromYear3Amt |
| Excess From Year2 | $226,493 | ExcessFromYear2Amt |
| Excess From Current Year | $1,107,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joel E Smillow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A Better Chance National Headquarters | |||||||
| 253 West 35th Street - 6th Floor | New York | NY | 10001 | PC | General operating support | $1,000 | |
| Big Fluffy Dog Rescue | |||||||
| PO Box 332161 | Nashville | TN | 37203 | PC | General Operating Support | $500 | |
| Central Park Conservancy | |||||||
| 14 East 60th Street | New York | NY | 10022 | PC | General Operating Support | $500 | |
| Doctors Without Borders USA Inc | |||||||
| 333 Seventh Avenue - 2nd floor | New York | NY | 10001 | PC | General Operating Support | $500 | |
| Eisenhower Medical Center | |||||||
| 39000 Bob Hope Drive | Rancho Mirage | CA | 92270 | PC | General Operating Support | $5,000 | |
| FALConn | |||||||
| 13 Waverly Place | Stamford | CT | 06902 | PC | General Operating Support | $100 | |
| Gilder Lehrman Insitute of American History | |||||||
| 49 West 45th Street - 6th Floor | New York | NY | 10036 | PC | General Operating SupportGeneral Operating Support | $5,000 | |
| National Parks Conservation Association | |||||||
| 777 6th Street NW Suite 700 | Washington | DC | 200013723 | PC | General Operating Support | $500 | |
| NYU Urology Research Program | |||||||
| NYU Office orf Development One Park | New York | NY | 10016 | PC | Research Grant | $25,000 | Avenue |
| Smile Train | |||||||
| 41 Madison Avenue 28th Floor | New York | NY | 10010 | PC | General Operating Support | $25,000 | |
| Southport Fire Department | |||||||
| PO Box 454 | Southport | CT | 06890 | PC | General Operating Support | $1,000 | |
| Special Olympics Connecticut | |||||||
| 2666 State Street Suite 1 | Hamden | CT | 065172232 | PC | General Operating Support | $250 | |
| Temple Israel | |||||||
| 14 Coleytown Road | Westport | CT | 06880 | PC | General Operating Support | $6,288 | |
| The Hole in the Wall Gang Fund | |||||||
| 555 Long Warf Drive | New Haven | CT | 06511 | PC | General Operating Support | $500 | |
| The Jewish Museum | |||||||
| 1109 5th Avenue | New York | NY | 10128 | PC | General Operating Support | $7,500 | |
| United Service Organizations Inc | |||||||
| PO Box 96860 | Washington | DC | 20077 | PC | General Operating Support | $500 | |
| West Point Association of Graduates | |||||||
| 698 Mills Road | West Point | NY | 10996 | PC | General Operating Support | $1,000 | |
| Westport Country Playhouse | |||||||
| 25 Powers Court | Westport | CT | 06880 | PC | General Operating Support | $10,000 | |
| Yale University | |||||||
| PO Box 2038 | New Haven | CT | 06521 | PC | General Operating Support | $12,000 | |
| Jumpstart Children First | |||||||
| 308 Congress Street 6th Floor | Boston | MA | 02210 | PC | General Operating Support | $1,000 | |
| National Dance Institute | |||||||
| 217 West 147th St | New York | NY | 10039 | PC | General Operating Support | $1,000 | |
| United States Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | PC | General Operating Support | $5,000 | |
| The Metropolitan Muweum of Art | |||||||
| 1000 5th Avenue | New York | NY | 10028 | PC | General Operating Support | $1,000 | |
| Yale College Alumni Fund | |||||||
| 157 Church Street | New Haven | CT | 06510 | PC | General Operating Support | $5 | |
| A Better Chance of Westport Inc | |||||||
| PO Box 2153 | Westport | CT | 06880 | PC | General Operating Support | $500 | |
| Madison Square Boys and Girls Club | |||||||
| 250 Bradhurst Avenue | New York | NY | 10039 | PC | Capital campaign | $250,000 | |
| Fractured Atlas | |||||||
| 248 W 35th Street | New York | NY | 10001 | PC | General Operating Support | $1,000 | |
| Open Doors Shelter | |||||||
| 4 Merritt St | Norwalk | CT | 06854 | PC | General Operating Support | $1,000 | |
| The Yellow Tulip Project | |||||||
| 533 Congress Street | Portland | ME | 04101 | PC | General Operating Support | $500 | |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | PC | General Operating Support | $100 | |
| Great Oaks Charter Schools - Bridgeport | |||||||
| 375 Howard Ave | Bridgeport | CT | 06605 | PC | Capital campaign | $1,000,000 | |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | PC | General Operating Support | $250 | |
| VFW | |||||||
| 406 W 34th Street | Kansas City | MO | 64111 | PC | General Operating Support | $500 | |
| The Desert Community Foundation | |||||||
| 75105 Merle Dr 300 | Palm Desert | CA | 92211 | PC | General Operating Support | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,364,493 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,091 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,018 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,060 | 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 | Accounting fees | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,845 Shs IShares Brazil | $295,882 | $277,345 |
| 16,350 Shs IShares China Large-Cap ETF | $600,546 | $713,351 |
| 3,712 Charter Communications, Inc | $760,431 | $1,800,617 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC v Federal Home | Desc |
| Revenue And Expenses Per Books | $679 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $679 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $679 | AdjustedNetIncomeAmt |
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