S & L MARX FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- S & L MARX FOUNDATION INC (EIN 20-0677535)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349100535
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T11:31:29-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200677535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S&L MARX FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | S&LM | BusinessNameControlTxt |
| Phone | 2035707576 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST PUTNAM AVE NO 270 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY M BETTER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2035707576 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT M BRENNER | PreparerPersonNm |
| PTIN | P01247233 | PTIN |
| Phone | 9145249000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.91.156 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 11:30:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 71DE476EBF29C189CE8D8985D3ECFF7A60041DB4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $78,248,963 | 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 | $2,206,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,206,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,113,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,303,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,113,725 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,993 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,993 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,353,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,353,655 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $142,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,848 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,392 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $211,948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,805 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,281 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,984 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,984 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,817 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,817 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $586,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,403,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,403,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,990,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,600,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,362,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,163,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $417,743 | CashEOYAmt |
| Cash EOYFMV | $417,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,643,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $918,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $918,625 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $73,204,933 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,336,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,336,438 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,708,406 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,643,950 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,643,950 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,595,720 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,932,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,932,207 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $91,152,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,248,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,248,963 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $91,152,067 | UnrestrictedBOYAmt |
| Unrestricted EOY | $78,248,963 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,152,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,248,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,152,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,248,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,152,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,362,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $94,514,941 | SubtotalAmt |
| Other Decreases | $16,265,978 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,248,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | $72,336,806 | $67,015,028 | $5,321,778 | $5,321,778 |
| SALES OF K-1S | P | $18,550 | $175,051 | -$156,501 | -$156,501 |
| CAPITAL GAINS DIVIDENDS | P | $948,448 | $948,448 | $948,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,113,725 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,261,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $87,104,357 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,215,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $80,832,043 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,348,519 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $85,867,493 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050642 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,385,975 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $86,324,892 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050808 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,245,801 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $81,226,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052271 | DistributionYr5Rt |
| Total Distribution | 0.254798 | TotalDistributionRt |
| Average Distribution | 0.050960 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $88,588,429 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,514,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81,634 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,596,100 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,600,674 | 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 | $81,634 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,634 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,465 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $246,465 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $248 | EsPenaltyAmt |
| Overpayment | $164,583 | OverpaymentAmt |
| Applied To ES Tax | $164,583 | 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 | NANCY BETTER | IndividualWithBooksNm |
| Phone | 2035707576 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST PUTNAM AVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES BETTER | ||||||||
| 15 EAST PUTNAM AVE | GREENWICH | CT | 06830 | TREASURER | 5.00 | $0 | $0 | $0 |
| NANCY MARX BETTER | ||||||||
| 15 EAST PUTNAM AVE | GREENWICH | CT | 06830 | SECY/EXEC DIR | 30.00 | $142,500 | $0 | $0 |
| LEONARD MARX | ||||||||
| 15 EAST PUTNAM AVE | GREENWICH | CT | 06830 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SYLVIA MARX | ||||||||
| 15 EAST PUTNAM AVE | GREENWICH | CT | 06830 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $168,342 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $84,564,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,372,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,937,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,937,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,349,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,588,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,429,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,429,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81,634 | TotalTaxAmt |
| Distributable Before Adj | $4,347,787 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,347,787 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,347,787 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,600,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,600,674 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $81,634 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,519,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,347,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,786,400 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,600,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,786,400 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,814,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,533,513 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ABILIS | |||||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| ALLIANCE FOR CANCER GENE THERAPY | |||||||||
| 96 CUMMINGS POINT ROAD | STAMFORD | CT | 06902 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| ADOPT A DOG | |||||||||
| PO BOX 11135 | GREENWICH | CT | 06831 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||||
| 1300 MORRIS PARK AVE 7TH FLOOR | BRONX | NY | 10461 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $200,000 | |||
| ALZHEIMER'S ASSOCIATION | |||||||||
| 225 NORTH MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |||
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |||
| ANDROSCOGGIN ALUMNI ASSOCIATION | |||||||||
| 601 WEST STREET | HARRISON | NY | 10528 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 | |||
| ANTI-DEFAMATION LEAGUE | |||||||||
| 1952 WHITNEY AVENUE | NEW HAVEN | CT | 06517 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| AURELIA FOUNDATION | |||||||||
| PO BOX 82 | MALIBU | CA | 90272 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $60,000 | |||
| BOYS & GIRLS CLUB OF GREENWICH | |||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 | |||
| BREAST CANCER ALLIANCE | |||||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| BRUCE MUSEUM | |||||||||
| 1 MUSEUM DRIVE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 | |||
| BRUNSWICK SCHOOL | |||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $500,000 | |||
| CAGV EDUCATION FUND | |||||||||
| PO BOX 523 | SOUTHPORT | CT | 06890 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| CAMPHILL VILLAGE | |||||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |||
| CARAMOOR | |||||||||
| PO BOX 816 | KATONAH | NY | 10536 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| CARNEGIE HALL SOCIETY | |||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 100193210 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 | |||
| CHILD ADVOCATES OF CT | |||||||||
| 55 GREENS FARMS ROAD SUITE 200-6 | WESTPORT | CT | 06880 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| CHILD GUIDANCE CENTER OF SOUTHERN CT | |||||||||
| 196 GREYROCK PLACE | STAMFORD | CT | 06901 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $60,000 | |||
| CHILDREN'S LEARNING CENTERS | |||||||||
| 64 PALMERS HILL ROAD | STAMFORD | CT | 069022113 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| CHROMOSOME 18 RESEARCH SOCIETY | |||||||||
| 7155 OAKRIDGE DRIVE | SAN ANTONIO | TX | 78229 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| CLARK ART INSTITUTE | |||||||||
| WILLIAMS ROAD | WILLIAMSTOWN | MA | 01267 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |||
| COLUMBIA UNIVERSITY | |||||||||
| 516 WEST 168TH ST | NEW YORK | NY | 10032 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| CONNECTICUT COLLEGE | |||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| CT ALLIANCE FOR TENNIS EDUCATION | |||||||||
| PO BOX 1732 | NEW CANAAN | CT | 06840 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,500 | |||
| CYSTIC FIBROSIS FOUNDATION | |||||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MN | 20814 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |||
| DALLAS HOLOCAUST MUSEUM | |||||||||
| 211 NORTH RECORD ST | DALLAS | TX | 75202 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| FAIR HAVEN COMMUNITY HEALTH CENTER | |||||||||
| 374 GRAND AVENUE | NEW HAVEN | CT | 06513 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| FAMILY CENTERS OF GREENWICH | |||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| FERNWOOD COVE FOUNDATION | |||||||||
| 350 ISLAND POND ROAD | HARRISON | ME | 04040 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| FIGURE SKATING IN HARLEM | |||||||||
| 361 WEST 125TH STREET | NEW YORK | NY | 10027 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| FRIENDS OF THE IDF | |||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| FSH SOCIETY | |||||||||
| 450 BEDFORD STREET | LEXINGTON | MA | 02420 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $120,000 | |||
| GEMS | |||||||||
| 1111 EAST PUTNAM AVENUE | RIVERSIDE | CT | 06878 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| GREENWICH ACADEMY | |||||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $3,000 | |||
| GREENWICH BALLET ACADEMY | |||||||||
| PO BOX 1561 | GREENWICH | CT | 06836 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| GREENWICH HOSPITAL | |||||||||
| PERRYRIDGE ROAD | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |||
| GREENWICH LAND TRUST | |||||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| GREENWICH LIBRARY | |||||||||
| 101 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| GREENWICH SYMPHONY | |||||||||
| PO BOX 35 | GREENWICH | CT | 068360035 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 | |||
| HAND IN HAND | |||||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 | |||
| HARVARD BUSINESS SCHOOL | |||||||||
| DEVELOPMENT OFFICE | CAMBRIDGE | MA | 02138 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| HARVARD GRADUATE SCHOOL OF EDUCATION | |||||||||
| 44R BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 | |||
| GREENWICH HISTORICAL SOCIETY | |||||||||
| 39 STRICKLAND ROAD | COS COB | CT | 06807 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| HEAF | |||||||||
| 2090 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10027 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |||
| HORIZONS STUDENT ENRICHMENT | |||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 | |||
| HOSPITAL FOR SPECIAL SURGERY | |||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $166,700 | |||
| IMPACT FAIRFIELD COUNTY | |||||||||
| PO BOX 6999 | GREENWICH | CT | 06836 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,500 | |||
| ISRAEL LACROSSE ASSOCIATION | |||||||||
| 1501 BROADWAY FLR 21 | NEW YORK | NY | 10036 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 | |||
| JBFCS | |||||||||
| 120 WEST 57TH STREET | NEW YORK | NY | 10019 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $337,500 | |||
| JEWISH FAMILY SERVICES | |||||||||
| 1 HOLLY HILL LANE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| JULLIARD SCHOOL | |||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| JUNIOR LEAGUE OF GREENWICH | |||||||||
| 231 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 | |||
| LAKE WARAMAUG ASSOCIATION | |||||||||
| PO BOX 2272 | NEW PRESTON | CT | 06777 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| LAKE WARAMAUG TASK FORCE | |||||||||
| 19 SACKETT HILL ROAD | WARREN | CT | 067541713 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| LARCHMONT TEMPLE | |||||||||
| 75 LARCHMONT AVENUE | LARCHMONT | NY | 10538 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| LEGAL INFORMATION FOR FAMILIES TODAY | |||||||||
| 32 COURT STREET SUITE 1208 | BROOKLYN | NY | 11201 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| LEO BAECK INSTITUTE | |||||||||
| 15 WSEST 16TH STREET | NEW YORK | NY | 10011 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| LET'S GET READY | |||||||||
| 50 BROADWAY SUITE 806 | NEW YORK | NY | 10004 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $60,000 | |||
| LYMAN ALLYN MUSEUM | |||||||||
| 625 WILLIAMS STREET | NEW LONDON | CT | 06320 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| MARLBORO MUSIC | |||||||||
| 1616 WALNUT STREET SUITE 1600 | PHILADELPHIA | PA | 19103 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $32,500 | |||
| MORGAN LIBRARY | |||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 100163405 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $12,500 | |||
| MT SINAI SCHOOL OF MEDICINE | |||||||||
| ONE GUSTAVE LEVY PLACE BOX 1049 | NEW YORK | NY | 100296574 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| MERRITT PARKWAY CONSERVANCY | |||||||||
| PO BOX 17972 | STAMFORD | CT | 06907 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 | |||
| METROPOLITAN MUSEUM OF ART | |||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| METROPOLITAN OPERA | |||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |||
| MULTIPLE MYELOMA RESEARCH FDN | |||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |||
| NATIONAL MS SOCIETY COLORADO | |||||||||
| 900 BROADWAY SUITE 250 | DENVER | CO | 80209 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $3,000 | |||
| NEADS | |||||||||
| PO BOX 213 | WEST BOYLSTON | MA | 01583 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| NEW YORK HISTORICAL SOCIETY | |||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 100245194 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 | |||
| NEW YORK PHILHARMONIC | |||||||||
| 10 LINCOLN CENTER PLAZA | NY | NY | 100236970 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| NYU LANGONE MEDICAL CENTER | |||||||||
| ONE PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10065 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| OLD ROAD FUND | |||||||||
| PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 | PO BOX 494 | ANTIGUA AN | AV | ||||
| PARK AVENUE ARMORY | |||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| PLANNED PARENTHOOD OF SO NEW ENGLAND | |||||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $127,750 | |||
| PURCHASE COLLEGE FOUNDATION | |||||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 105771400 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $6,000 | |||
| PUTNAM INDIAN FIELD SCHOOL | |||||||||
| 101 INDIAN FIELD ROAD | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| READING TEAM | |||||||||
| 2090 ADAM CLAYTON POWELL JR BLVD 1C | NY | NY | 10027 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| SAVE THE CHILDREN | |||||||||
| 501 KINGS HIGHWAY E STE 400 | FAIRFIELD | CT | 06825 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $3,000 | |||
| SEEDS OF PEACE | |||||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,500 | |||
| SHAKESPEARE ON THE SOUND | |||||||||
| PO BOX 15 | NORWALK | CT | 06853 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| SHARP AGAIN NATURALLY | |||||||||
| PO BOX 713 | LARCHMONT | NY | 10538 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $2,000 | |||
| SLIFKA CENTER FOR JEWISH LIFE AT YALE | |||||||||
| 80 WALL STREET | NEW HAVEN | CT | 06511 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| SQUASH HAVEN | |||||||||
| 70 TOWER PARKWAY | NEW HAVEN | CT | 06520 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $15,000 | |||
| STANFORD GRADUATE SCHOOL OF BUSINESS | |||||||||
| 301 ENCINA HALL | STANFORD | CA | 94305 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $150,000 | |||
| SUMMER CAMP | |||||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| TAFT SCHOOL | |||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| TEACHERS COLLEGE AT COLUMBIA UNIVERSITY | |||||||||
| 525 WEST 120TH ST BOX 306 | NEW YORK | NY | 10027 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| TEMPLE BETH SHOLOM | |||||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 33140 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| TEMPLE SHOLOM | |||||||||
| 300 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $16,000 | |||
| THAMES VALLEY MUSIC SCHOOL | |||||||||
| 270 MOHEGAN AVENUE BOX 5294 | NEW LONDON | CT | 06320 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $3,000 | |||
| US LACROSSE FOUNDATION | |||||||||
| 2 LOVETON CIRCLE | SPARKS | MD | 21152 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,000 | |||
| UNIV OF HAWAII FOUNDATION | |||||||||
| 651 ILALO ST STUIE 223J | HONOLULU | HI | 96813 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| WASHINGTON INSTITUTE | |||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| WATERSIDE SCHOOL | |||||||||
| 779 PACIFIC STREET | STAMFORD | CT | 06902 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $106,000 | |||
| WESTCHESTER COMMUNITY COLLEGE | |||||||||
| 75 GRASSLANDS ROAD | VALHALLA | NY | 105951698 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $500 | |||
| WESTCHESTER PHILHARMONIC | |||||||||
| 123 MAIN STREET SUITE 701 | WHITE PLAINS | NY | 10601 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| TRICKLE UP | |||||||||
| 104 WEST 27TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $250,000 | |||
| UJAFEDERATION OF GREENWICH | |||||||||
| 1 HOLLY HILL LANE | GREENWICH | CT | 06831 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $7,500 | |||
| WESTCHESTER ARC | |||||||||
| 265 SAW MILL RIVER ROAD | HAWTHORNE | NY | 10532 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |||
| WILLIAMS COLLEGE | |||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| YALE ART MUSEUMS | |||||||||
| PO BOX 208271 | NEW HAVEN | CT | 065208271 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $5,000 | |||
| YALE CANCER CENTER | |||||||||
| 157 CHURCH SREET | NEW HAVEN | CT | 06510 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $10,000 | |||
| YALE UNIVERSITY | |||||||||
| 265 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,350,000 | |||
| YONKERS PARTNERS IN EDUCATION | |||||||||
| 86 MAIN STREET SUITE 3 | YONKERS | NY | 10701 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |||
| YWCA OF GREENWICH | |||||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $1,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,403,950 | 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 | $2,206,937 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,993 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,113,725 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,353,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,353,655 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAZARS USA LP | $23,300 | $4,660 | $18,640 |
| MISSION QUICKBOOKS | $940 | $188 | $752 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 4720 EXCEPTION EXPLANATION | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION PAYS REASONABLE COMPENSATION TO AN OFFICER OF THE CORPORATION. THIS MEETS THE EXCEPTION; THEREFORE, FORM 4720 HAS NOT BEEN PREPARED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FD | $702,078 | $702,078 |
| DOUBLELINE TOTL RET BND-I | $2,027,031 | $2,027,031 |
| JPM MANAGED INCOME FD - USD - L | $691,014 | $691,014 |
| SCHWAB U.S. TIPS ETF | $1,546,487 | $1,546,487 |
| VANGUARD TOTAL BOND MARKET INDEX | $1,677,340 | $1,677,340 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $733,491 | $733,491 |
| BANK OF NEW YORK MELLON | $590,980 | $590,980 |
| BERKSHIRE HATHAWAY INC-CL A | $918,000 | $918,000 |
| BERKSHIRE HATHAWAY INC-CL B | $816,720 | $816,720 |
| BOSTON PROPERTIES INC | $211,203 | $211,203 |
| FIDELITY 500 INDEX FD-AI | $4,844,055 | $4,844,055 |
| FIDELITY 500 INDEX FD-AI | $6,382,708 | $6,382,708 |
| FIDELITY EXTENDED MARKET INDEX FUND | $1,311,927 | $1,311,927 |
| GOLDMAN SACHS GROUP INC PFD 6.2% | $4,743 | $4,743 |
| INVESCO QQQ TR UNITSER1 | $1,330,955 | $1,330,955 |
| ISHARES CORE MSCI EMERGING | $3,379,806 | $3,379,806 |
| ISHARES CORE MSCI EUROPE | $6,976,049 | $6,976,049 |
| ISHARES INC MSCI JAPAN NEW | $5,822,253 | $5,822,253 |
| ISHARES MSCI ALL COUNTRY ASI | $913,434 | $913,434 |
| ISHARES MSCI CHINA ETF | $716,948 | $716,948 |
| ISHARES MSCI INDIA ETF | $2,157,498 | $2,157,498 |
| ISHARES MSCI PACIFIC EX-JAPAN | $1,740,251 | $1,740,251 |
| MATTHEWS PACIFIC TIGER-INST | $1,585,802 | $1,585,802 |
| MICROSOFT CORP | $1,015,700 | $1,015,700 |
| NEUBERGER BER GR CHINA EQ-IS | $65,371 | $65,371 |
| OAKMARK INTERNATIONAL-INST | $3,742,222 | $3,742,222 |
| PARNASSUS CORE EQUITY FD-INS | $5,081,642 | $5,081,642 |
| PNC FINANCIAL SERVICES | $693,600 | $693,600 |
| PRIMECAP ODYSSEY GROWTH | $1,377,666 | $1,377,666 |
| PRIMECAP ODYSSEY STOCK FD | $5,610,546 | $5,610,546 |
| SL GREEN REALTY CORP | $100,920 | $100,920 |
| SPDR S&P OIL & GAS EXP & PR | $551,293 | $551,293 |
| STATE STREET CORP | $334,580 | $334,580 |
| VANECK VECTORS GOLD MINERS ETF | $724,146 | $724,146 |
| VANGUARD MID-CAP ETF | $2,853,002 | $2,853,002 |
| WELLS FARGO & COMPANY | $748,927 | $748,927 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CRP VIII (CARLYLE) PRIVATE | AT COST | $74,677 | $74,677 |
| ISHARES GOLD TRUST | AT COST | $802,463 | $802,463 |
| MARX REALTY | AT COST | $1,354,639 | $1,354,639 |
| PGIM GLOBAL REAL ESTATE FUND | AT COST | $3,565,684 | $3,565,684 |
| TORTOISE MLP & PIPELINE-INST | AT COST | $1,134,744 | $1,134,744 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $16,265,978 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $2,756 | $0 | $2,756 |
| BANK CHARGES | $52 | $0 | $52 |
| OFFICE EXPENSES | $6,426 | $0 | $6,426 |
| COMPUTER EXPENSE | $948 | $0 | $948 |
| MEMBERSHIP | $2,403 | $0 | $2,403 |
| MEALS AND ENTERTAINMENT | $2,499 | $0 | $2,499 |
| PAYROLL PROCESSING | $1,725 | $0 | $1,725 |
| TELEPHONE | $1,008 | $0 | $1,008 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYNDICATE INCOME | Desc |
| Revenue And Expenses Per Books | $32,993 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN | CategoryTxt |
| Amt | $168,342 | Amt |
| Net Investment Income | $168,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $199,862 | $0 | $0 |
| PAYROLL TAXES | $10,312 | $1,031 | $9,281 |
| FOREIGN TAX | $1,774 | $1,774 | $0 |
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