BETA

R CHANNING WHEELER FAMILYFOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
R CHANNING WHEELER FAMILYFOUNDATION (EIN 20-6756873)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-04
IRS object ID
201903089349101065
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-04T12:28:58-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202611371PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MYCIO WEALTH PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12929 WALNUT STREET SUITE 1200AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206756873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R CHANNING WHEELER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRCHABusinessNameControlTxt
Phone2034547773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 SURF ROADAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT C WHEELERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2034547773PhoneNum
Signature2019-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID GEHRINGPreparerPersonNm
PTINP00811026PTIN
Phone2672952280PhoneNum
Preparation2019-10-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.201.82.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-04IPDt
IP Tm13:23:59IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id030717662E61368300DDE0BD74753C9DC1B9ED15AtSubmissionCreationDeviceId
At Submission Filing Device IdBDD4720DAB48B0944C0EECBCC1748BD217756B1AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,682,054FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$25,070DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,070DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,564NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$313,449GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,506TotalRevAndExpnssAmt
Total Net Invst Incm$25,070TotalNetInvstIncmAmt
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
Taxes Rev And Expnss$198TaxesRevAndExpnssAmt
Taxes Net Invst Incm$198TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,526OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,526OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,724TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,724TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,474TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,724TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$70,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$57,968ExcessRevenueOverExpensesAmt
Net Investment Income$20,346NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Sav And Temp Cash Invst BOY$44,965SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,628SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,841SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$566,875CorporateStockBOYAmt
Corporate Stock EOY$483,550CorporateStockEOYAmt
Corporate Stock EOYFMV$483,550CorporateStockEOYFMVAmt
Other Assets BOY$1,108,635OtherAssetsBOYAmt
Other Assets EOY$1,156,663OtherAssetsEOYAmt
Other Assets EOYFMV$1,156,663OtherAssetsEOYFMVAmt
Total Assets BOY$1,720,475TotalAssetsBOYAmt
Total Assets EOY$1,666,841TotalAssetsEOYAmt
Total Assets EOYFMV$1,682,054TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,720,475RetainedEarningBOYAmt
Retained Earning EOY$1,666,841RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,720,475TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,666,841TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,720,475TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,666,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,720,475TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$57,968ExcessRevenueOverExpensesAmt
Other Increases$4,334OtherIncreasesAmt
Subtotal$1,666,841SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,666,841TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
IVA WORLDWIDE2018-08-152018-12-20$49,484$55,772-$6,288-$6,288
OPPENHEIMER DEVELOPING MARKETS2017-12-042018-08-15$204$173$31$31
ISHARES RUSSELL MID CAP2017-02-102018-11-07$24,974$22,342$2,632$2,632
IVA WORLDWIDE2017-02-102018-12-20$171,970$186,072-$14,102-$14,102
OPPENHEIMER DEVELOPING MARKETS2017-02-102018-08-15$66,800$56,638$10,162$10,162
ISHARES RUSSELL MID CAP2017-02-102018-11-07$17$16$1$1
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,564CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$6,257NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$266,797AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$616,688NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.432629DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,971AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$152,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.105037DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,220AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$142,769NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.134623DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,389AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$208,594NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.140891DistributionYr4Rt
Adjusted Qlfy Distri Yr5$83,409AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,061,091NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.078607DistributionYr5Rt
Total Distribution0.891787TotalDistributionRt
Average Distribution0.178357AverageDistributionRt
Net Vl Noncharitable Assets$616,688NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$109,991AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$203NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$110,194AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$70,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$407InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$407SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$407TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,452EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,452TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,045OverpaymentAmt
Applied To ES Tax$8,045AppliedToESTaxAmt
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
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 BooksROBERT CHANNING WHEELERIndividualWithBooksNm
Phone2034547773PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111 SURF ROADAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
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

FieldValueIRS element (for citing)
PersonROBERT CHANNING WHEELERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 SURF ROADAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1HOMES WITH HOPEDescription1Txt
Expenses1$25,000Expenses1Amt
Description2STANFORD UNIVERSITY FOR UNDERGRADUATEDescription2Txt
Expenses2$20,000Expenses2Amt
Description3THE TAFT SCHOOLDescription3Txt
Expenses3$12,500Expenses3Amt
Description4AFGHAN STRAY ANIMAL LEAGUEDescription4Txt
Expenses4$4,000Expenses4Amt

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$584,238AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,841AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$626,079TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$626,079AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,391CashDeemedCharitableAmt
Net Vl Noncharitable Assets$616,688NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,834MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,834MinimumInvestmentReturnAmt
Tax Based On Investment Income$407TaxBasedOnInvestmentIncomeAmt
Total Tax$407TotalTaxAmt
Distributable Before Adj$30,427DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,427DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,427DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$70,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$70,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,427DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$83,648ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,400ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,300ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$87,617ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$236,965TotalExcessDistributionCyovAmt
Qualifying Distributions$70,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,427AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,323RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$277,288TotalCorpusAmt
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$83,648ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$193,640ExcessDistriCyovToNextYrAmt
Excess From Year4$30,400ExcessFromYear4Amt
Excess From Year3$19,300ExcessFromYear3Amt
Excess From Year2$16,000ExcessFromYear2Amt
Excess From Year1$87,617ExcessFromYear1Amt
Excess From Current Year$40,323ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SIMPLY SMILES
1771 POST ROAD EASTWESTPORTCT06880PCGIFT$250
HOMES WITH HOPE
49 RICHMONDVILLE AVE SUITE 112WESTPORTCT06880PCGIFT$25,000
STANFORD FUND FOR UNDERGRADUATE
STANFORD UNIVERSITY DEVELOPMENTSTANFORDCA94309PCGIFT$20,000SERVICES PO BOX 20466
OAKLAND PARKS AND RECREATION - ACE
250 FRANK H OGAWA PLAZA SUITE 3330OAKLANDCA94612PCGIFT$250
CT FOOD BANK
PO BOX 8686NEW HAVENCT06531PCGIFT$1,500
THE TAFT SCHOOL
110 WOODBURY RDWATERTOWNCT06795PCGIFT$12,500
WESTPORT VOLUNTEER EMS
50 JESUP RDWESTPORTCT06880PCGIFT$750
AFGHAN STRAY ANIMAL LEAGUE
6050 COLCHESTER RDFAIRFAXVA22030PCGIFT$4,000
URI
1009 GENERAL KENNEDY AVE 1SAN FRANCISCOCA94129PCGIFT$1,000
WESTPORT VOLUNTEER FIRE DEPT
50 JESUP RDWESTPORTCT06880PCGIFT$500
SAVE THE SOUND
900 CHAPEL STREETNEW HAVENCT06510PCGIFT$1,000
WILDLIFE IN CRISIS
44 INDIAN VALLEY RDWESTONCT06883PCGIFT$500
ASPETUCK LAND TRUST
PO BOX 444WESTPORTCA06881PCGIFT$1,000
THE UCLA FOUNDATION
0889 WILSHIRE BLVD SUITE 1100LOS ANGELESCA90024PCGIFT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business522100BusinessCd
Unrelated Business Taxbl Incm$25,070UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,564ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$25,070UnrelatedBusinessTaxblIncmAmt
Exclusion-$7,564ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,506TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES RUSSELL MID CAP$42,023$42,023
SPDR S&P DIVIDEND ETF$377,327$377,327
TEMPLETON GLOBAL BOND$15,469$15,469
VANGUARD SHORT TERM INVESTMENT GRADE$24,619$24,619
DFA US SMALL CAP$24,112$24,112

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNORTHWESTERN MUTUAL LIFE INSURANCE POLICY #15611762Desc
BOY Book Value$1,108,635BOYBookValueAmt
EOY Book Value$1,156,663EOYBookValueAmt
EOYFMV$1,156,663EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LIFE INSURANCE PREM$4,432$4,432$0$0
MARGIN INTEREST$94$94$0$0
$0$0$0$0
$0$0$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINSURANCE PREMIUMDesc
Amt$4,334Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$198Amt
Net Investment Income$198NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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