PANWY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-03
- IRS object ID
- 201931549349100008
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-03T11:14:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580466330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4418 MAIL CODE 633 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | 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 | 136130759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PANWY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O EAGLE CAP INT'L LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PANW | BusinessNameControlTxt |
| Phone | 2036616616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E PUTNAM AVE NO 3100 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH M WYMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2036616616 | PhoneNum |
| Signature | 2019-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUNTRUST BANK | PreparerPersonNm |
| PTIN | P01315691 | PTIN |
| Phone | 2036616616 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.119.178.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-29 | IPDt |
| IP Tm | 13:42:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B44C7B5F91D1E83584D8AAE23FC5CCCE4D417525 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B44C7B5F91D1E83584D8AAE23FC5CCCE4D417525 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,860,209 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $211,821 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $81,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,601 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $585,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,601 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $115 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $115 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $450,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,266 | 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 |
| Other Prof Fees Rev And Expnss | $56,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,974 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,405 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $552 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,422 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,548 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,467 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,467 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,898,822 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,921,812 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,530,014 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$169,507 | OtherAssetsBOYAmt |
| Other Assets EOY | -$181,301 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $173,728 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,829,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,896,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,860,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,829,863 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,896,978 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,829,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,896,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,829,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,896,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,829,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,538 | OtherIncreasesAmt |
| Subtotal | $2,903,398 | SubtotalAmt |
| Other Decreases | $6,420 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,896,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (167 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| VIA ACL ALTERNATIVE FUND LIMITED | P | $3,386 | -$3,386 | -$3,386 | |||
| VIA ACL ALTERNATIVE FUND LIMITED | P | $5,078 | -$5,078 | -$5,078 | |||
| VIA ACL ALTERNATIVE FUND LIMITED | P | $6,420 | $6,420 | $6,420 | |||
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $263 | -$12 | -$12 | $251 | 2017-12-14 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $428 | -$18 | -$18 | $410 | 2018-01-02 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $404 | -$12 | -$12 | $392 | 2018-02-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $374 | -$7 | -$7 | $367 | 2018-03-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $420 | -$7 | -$7 | $413 | 2018-04-02 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $438 | -$5 | -$5 | $433 | 2018-09-04 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $427 | -$5 | -$5 | $422 | 2018-06-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $410 | -$4 | -$4 | $406 | 2018-05-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $435 | -$3 | -$3 | $432 | 2018-08-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $414 | -$2 | -$2 | $412 | 2018-07-02 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $429 | -$1 | -$1 | $428 | 2018-10-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $460 | $2 | $2 | $462 | 2018-11-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $467 | $2 | $2 | $469 | 2018-12-03 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $268 | -$12 | -$12 | $256 | 2017-12-14 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $437 | -$19 | -$19 | $418 | 2018-01-02 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $412 | -$12 | -$12 | $400 | 2018-02-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $381 | -$7 | -$7 | $374 | 2018-03-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $429 | -$8 | -$8 | $421 | 2018-04-02 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $447 | -$5 | -$5 | $442 | 2018-09-04 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $435 | -$4 | -$4 | $431 | 2018-06-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $418 | -$3 | -$3 | $415 | 2018-05-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $444 | -$3 | -$3 | $441 | 2018-08-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $423 | -$3 | -$3 | $420 | 2018-07-02 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $438 | -$2 | -$2 | $436 | 2018-10-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $469 | $2 | $2 | $471 | 2018-11-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $476 | $3 | $3 | $479 | 2018-12-03 | 2018-12-07 |
| A T & T INC | P | $16,169 | $40,897 | $40,897 | $57,066 | 1999-04-12 | 2018-01-04 |
| A T & T INC | P | $9 | $48 | $48 | $57 | 2003-11-18 | 2018-01-04 |
| A T & T INC | P | $5,845 | $45,587 | $45,587 | $51,432 | 1984-01-02 | 2018-01-04 |
| A T & T INC | P | $548 | $5,127 | $5,127 | $5,675 | 2002-12-09 | 2018-01-04 |
| QURATE RETAIL INC QVC GR COM SER A | P | $21,028 | $1,007 | $1,007 | $22,035 | 1999-04-12 | 2018-10-22 |
| QURATE RETAIL INC QVC GR COM SER A | P | $12 | $10 | $10 | $22 | 2003-11-18 | 2018-10-22 |
| QURATE RETAIL INC QVC GR COM SER A | P | $12,481 | $20,176 | $20,176 | $32,657 | 1984-01-02 | 2018-10-22 |
| QURATE RETAIL INC QVC GR COM SER A | P | $712 | $1,481 | $1,481 | $2,193 | 2002-12-09 | 2018-10-22 |
| SPDR S&P 500 ETF | P | $27,424 | $23,697 | $23,697 | $51,121 | 2012-09-17 | 2018-11-28 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $612 | -$35 | -$35 | $577 | 2010-05-04 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $380 | -$22 | -$22 | $358 | 2017-09-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $513 | -$28 | -$28 | $485 | 2010-03-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $360 | -$19 | -$19 | $341 | 2010-04-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $126,651 | -$6,564 | -$6,564 | $120,087 | 2010-04-15 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $386 | -$20 | -$20 | $366 | 2017-08-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $848 | -$44 | -$44 | $804 | 2013-07-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $3,057 | -$156 | -$156 | $2,901 | 2014-12-17 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,022 | -$52 | -$52 | $970 | 2014-12-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $348 | -$18 | -$18 | $330 | 2017-10-02 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $370 | -$18 | -$18 | $352 | 2017-11-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,042 | -$51 | -$51 | $991 | 2011-03-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $828 | -$41 | -$41 | $787 | 2013-09-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,328 | -$65 | -$65 | $1,263 | 2014-01-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,715 | -$84 | -$84 | $1,631 | 2014-03-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $810 | -$37 | -$37 | $773 | 2013-06-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $383 | -$17 | -$17 | $366 | 2017-07-03 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $812 | -$36 | -$36 | $776 | 2016-02-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $383 | -$17 | -$17 | $366 | 2017-12-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $880 | -$38 | -$38 | $842 | 2015-11-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $788 | -$33 | -$33 | $755 | 2016-11-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $5,136 | -$212 | -$212 | $4,924 | 2013-12-17 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $852 | -$34 | -$34 | $818 | 2016-01-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $774 | -$31 | -$31 | $743 | 2017-02-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $862 | -$34 | -$34 | $828 | 2013-08-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $894 | -$34 | -$34 | $860 | 2017-03-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,312 | -$46 | -$46 | $1,266 | 2013-12-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $803 | -$27 | -$27 | $776 | 2017-01-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,176 | -$39 | -$39 | $1,137 | 2015-12-24 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $898 | -$29 | -$29 | $869 | 2015-12-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $800 | -$26 | -$26 | $774 | 2016-12-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $3,304 | -$90 | -$90 | $3,214 | 2016-12-23 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $172 | -$20 | -$20 | $152 | 2012-10-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $166 | -$19 | -$19 | $147 | 2012-11-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $168 | -$18 | -$18 | $150 | 2012-09-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $176 | -$18 | -$18 | $158 | 2012-08-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $180 | -$19 | -$19 | $161 | 2012-07-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $862 | -$84 | -$84 | $778 | 2012-12-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $166 | -$16 | -$16 | $150 | 2012-12-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $150 | -$14 | -$14 | $136 | 2013-02-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $160 | -$15 | -$15 | $145 | 2013-04-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $166 | -$15 | -$15 | $151 | 2013-01-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $180 | -$15 | -$15 | $165 | 2012-02-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $176 | -$15 | -$15 | $161 | 2012-06-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $188 | -$16 | -$16 | $172 | 2012-05-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $669 | -$56 | -$56 | $613 | 2013-03-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $196 | -$17 | -$17 | $179 | 2012-01-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $185 | -$16 | -$16 | $169 | 2012-04-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $199 | -$16 | -$16 | $183 | 2011-10-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $399 | -$32 | -$32 | $367 | 2016-07-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $400 | -$30 | -$30 | $370 | 2016-08-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $366 | -$28 | -$28 | $338 | 2016-09-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $476 | -$35 | -$35 | $441 | 2012-03-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $383 | -$28 | -$28 | $355 | 2016-06-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $163 | -$12 | -$12 | $151 | 2013-05-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $392 | -$29 | -$29 | $363 | 2015-01-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $143 | -$11 | -$11 | $132 | 2011-05-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $198 | -$14 | -$14 | $184 | 2011-09-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $207 | -$14 | -$14 | $193 | 2010-06-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $378 | -$26 | -$26 | $352 | 2016-10-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $198 | -$13 | -$13 | $185 | 2011-12-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $394 | -$26 | -$26 | $368 | 2014-08-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $701 | -$45 | -$45 | $656 | 2011-12-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $536 | -$34 | -$34 | $502 | 2015-03-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $204 | -$13 | -$13 | $191 | 2011-04-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $192 | -$12 | -$12 | $180 | 2011-11-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $400 | -$26 | -$26 | $374 | 2014-05-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $379 | -$24 | -$24 | $355 | 2014-11-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $349 | -$22 | -$22 | $327 | 2015-02-27 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $380 | -$24 | -$24 | $356 | 2016-04-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $208 | -$13 | -$13 | $195 | 2011-01-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $189 | -$12 | -$12 | $177 | 2011-02-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $384 | -$24 | -$24 | $360 | 2014-06-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $379 | -$23 | -$23 | $356 | 2015-04-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $200 | -$12 | -$12 | $188 | 2011-06-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $103 | -$6 | -$6 | $97 | 2010-04-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $209 | -$13 | -$13 | $196 | 2010-12-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $391 | -$23 | -$23 | $368 | 2014-10-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $399 | -$24 | -$24 | $375 | 2016-05-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $392 | -$23 | -$23 | $369 | 2016-03-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $391 | -$23 | -$23 | $368 | 2014-07-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $244 | -$14 | -$14 | $230 | 2013-10-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $387 | -$22 | -$22 | $365 | 2017-09-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,000 | -$56 | -$56 | $944 | 2010-12-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $459 | -$26 | -$26 | $433 | 2011-03-22 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $393 | -$22 | -$22 | $371 | 2015-05-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $391 | -$21 | -$21 | $370 | 2014-04-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $213 | -$12 | -$12 | $201 | 2010-05-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $80,000 | -$4,300 | -$4,300 | $75,700 | 2013-10-21 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $387 | -$21 | -$21 | $366 | 2013-11-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $380 | -$20 | -$20 | $360 | 2014-09-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $369 | -$19 | -$19 | $350 | 2014-02-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $50,000 | -$2,591 | -$2,591 | $47,409 | 2010-04-15 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $394 | -$20 | -$20 | $374 | 2017-08-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $165 | -$8 | -$8 | $157 | 2013-07-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,178 | -$60 | -$60 | $1,118 | 2014-12-17 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $394 | -$20 | -$20 | $374 | 2014-12-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $394 | -$20 | -$20 | $374 | 2017-06-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $355 | -$18 | -$18 | $337 | 2017-10-02 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $378 | -$19 | -$19 | $359 | 2017-11-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $208 | -$10 | -$10 | $198 | 2011-03-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $161 | -$8 | -$8 | $153 | 2013-09-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $406 | -$20 | -$20 | $386 | 2014-01-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $524 | -$26 | -$26 | $498 | 2014-03-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $158 | -$8 | -$8 | $150 | 2013-06-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $410 | -$19 | -$19 | $391 | 2015-10-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $391 | -$18 | -$18 | $373 | 2017-07-03 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $395 | -$17 | -$17 | $378 | 2015-07-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $400 | -$18 | -$18 | $382 | 2015-09-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $388 | -$18 | -$18 | $370 | 2017-05-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $364 | -$16 | -$16 | $348 | 2016-02-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $391 | -$18 | -$18 | $373 | 2017-12-01 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $395 | -$17 | -$17 | $378 | 2015-11-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $384 | -$16 | -$16 | $368 | 2015-06-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $353 | -$15 | -$15 | $338 | 2016-11-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,569 | -$65 | -$65 | $1,504 | 2013-12-17 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $382 | -$15 | -$15 | $367 | 2016-01-29 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $347 | -$14 | -$14 | $333 | 2017-02-28 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $168 | -$7 | -$7 | $161 | 2013-08-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $408 | -$16 | -$16 | $392 | 2015-08-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $401 | -$15 | -$15 | $386 | 2017-04-03 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $401 | -$14 | -$14 | $387 | 2013-12-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $360 | -$12 | -$12 | $348 | 2017-01-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $528 | -$18 | -$18 | $510 | 2015-12-24 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $403 | -$13 | -$13 | $390 | 2015-12-31 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $359 | -$12 | -$12 | $347 | 2016-12-30 | 2018-12-07 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,482 | -$40 | -$40 | $1,442 | 2016-12-23 | 2018-12-07 |
| SPDR GOLD TR ETF | P | $421 | $189 | $189 | $610 | 2016-12-23 | 2018-12-07 |
| CAPITAL GAINS DIVIDENDS | P | $37,425 | $37,425 | $37,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,601 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,510 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,965,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036694 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $187,268 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,726,351 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $294,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,860,524 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076353 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $293,895 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,198,855 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069994 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $220,215 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,045,936 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054429 | DistributionYr5Rt |
| Total Distribution | 0.287725 | TotalDistributionRt |
| Average Distribution | 0.057545 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,145,665 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $238,562 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,794 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,356 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $323,272 | 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 | $1,794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,497 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,997 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,203 | OverpaymentAmt |
| Applied To ES Tax | $2,203 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH M WYMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036616616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ECI LLC 15 E PUTNAM AVE 3100 | 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 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RALPH M WYMAN | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RUTH L RUSSELL | ||||||||
| 5025 ARLINGTON AVE | RIVERDALE | NY | 10471 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIRGINIA W MEYER | ||||||||
| 518 WEST LYON FARM DRIVE | GREENWICH | CT | 06831 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CARLA BENKA | ||||||||
| 26 CIRCUIT ROAD | CHESTNUT HILL | MA | 02467 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PEGGY R ROSENBLUM | ||||||||
| 143 HOBART ROAD | NEWTON CENTRE | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LESLIE A W COOPER | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| ALEXANDRA NP DORF | ||||||||
| 44 HARRISON STREET APT 2 | BROOKLINE | MA | 02446 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRISTINA WYMAN | ||||||||
| 207 EAST 74TH STREET APT2L | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,879,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $114,335 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,208,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,208,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,145,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,794 | TotalTaxAmt |
| Distributable Before Adj | $205,489 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $205,489 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $205,489 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,272 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $323,272 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,794 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $321,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,489 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,740 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,040 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,016 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $213,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,272 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $205,489 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,783 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $330,895 | 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 | $22,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $308,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,740 | ExcessFromYear4Amt |
| Excess From Year3 | $103,040 | ExcessFromYear3Amt |
| Excess From Year2 | $1,016 | ExcessFromYear2Amt |
| Excess From Current Year | $117,783 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| 601 E STREET | WASHINGTON DC | DC | 20049 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| ALBERT SCHWEITZER FELLOWSHIP | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AMERICAN MUSEUM OF NATURAL HIST | |||||||
| 79TH STREET CENTAL PARK WEST | NEW YORK | NY | 10024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| ATLANTIC SALMON FEDERATION | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,750 |
| AMHERST COLLEGE | |||||||
| 220 SOUTH PLEASANT STREET | AMHERST | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| AT HOME IN GREENWICH | |||||||
| 139 EAST PUTNAM AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| ASIA SOCIETY | |||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| BBBWISE GIVING ALLIANCE | |||||||
| 3033 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22201 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| BORDER YOUTH TENNIS EXCHANGE | |||||||
| PO BOX 367 | NOGALES | AZ | 85628 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CASTING FOR RECOVERY | |||||||
| 109 EAST OAK ST STE 1G | BOZEMAN | MT | 59715 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CENTER OF THEOLOGICAL INQUIRY | |||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| CITY MEALS-ON- WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| CJD FOUNDATION INC | |||||||
| 3610 W MARKET STREET SUITE 110 | AKRON | OH | 44333 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| COLUMBIA PRESBYTERIAN HOSPITAL | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CONCORDIA COLLEGE | |||||||
| 205 WHITE PLAINS ROAD | TUCKAHOE | NY | 10707 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CONNECTICUT FOOD BANK | |||||||
| 56 EAGLE STREET | WATERBURY | CT | 06708 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| COUNCIL OF THE ARTS AT MIT | |||||||
| MIT | BOSTON | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $5,750 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST SUITE 200 | WELLESLEY HILLS | MA | 02481 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| CRESCENDO INC | |||||||
| MINNEAPOLIS | MINNEAPOLIS | MN | 55419 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CT PUBLIC TV RADIO | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| DICKINSON COLLEGE | |||||||
| POST OFFICE BOX 1773 | CARLISLE | PA | 17013 | DONEE | UNIVERSITY | CHARITABLE DONATION | $100 |
| DOCTORS WITHHOUT BORDERS USA | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| E4E RELIEF | |||||||
| 220 NORTH TRYON ST | CHARLOTTE | NC | 28202 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| FAMILY CENTERS INC | |||||||
| PO BOX 7550 GREENWICH | GREENWICH | CT | 06836 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| FAMILY RE-ENTRY | |||||||
| 9 MOTT AVE 110 | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| FINCA INTERNATIONAL | |||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| ONE WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,500 |
| FLAT ROCK BROOKE NATURE ASSOCIATION | |||||||
| FLAT ROCK BROOKE NATURE ASSOCIATION | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $52,000 |
| FRIENDS OF GREENWICH POINT | |||||||
| PO BOX 711 | OLD GREENWICH | CT | 06870 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GOOD SHEPHERD COMMUNITY CARE | |||||||
| 90 WELLS AVENUE | NEWTON | MA | 02459 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $60,000 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER ROAD | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $920 |
| GREENWICH ARTS COUNCIL | |||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH CHAPLAINCY SERVICES | |||||||
| 70 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GREENWICH EMERGENCY MEDICAL SERVICE | |||||||
| 1111 E PUTNAM AVENUE | GREENWICH | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| GREENWICH HOSPITAL ASSOCIATION | |||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | DONEE | HOSPITAL | CHARITABLE DONATION | $200 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM | GREENWICH | CT | 06830 | DONEE | LIBRARY | CHARITABLE DONATION | $100 |
| GSO BENEFIT | |||||||
| 4000 EXECUTIVE PARKWAY | SAN RAMON | CA | 94583 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GUIDING EYES FOR THE BLIND | |||||||
| PO BOX 97007 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| HABITAT FOR HUMANITY OF COASTAL FAIFIELD COUNTRY | |||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,700 |
| HARVARD MEDICAL SCHOOL | |||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,000 |
| HAIS | |||||||
| 1810 STUART STREET HOUSTON | HOUSTON | TX | 78520 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| HOTCHKISS LIBRARY ANNUAL FOOD | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| HUMANITARIAN RESPITE CENTER | |||||||
| 955 W PRICE RD | BROWNSVILLE | TX | 78520 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| JONAS PHILANTHROPIES | |||||||
| 560 WEST 168TH STREET | NEW YORK | NY | 10032 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| JUNIOR LEAGUE OF GREENWICH | |||||||
| 231 E PUTNAM AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| KEXP (SEATTLE PUBLIC RADIO) | |||||||
| 472 1ST AVE N | SEATTLE | WA | 98109 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| KUOW (NATIONAL PUBLIC RADIO) | |||||||
| 4518 UNIVERSITY WAY NE 310 | SEATTLE | WA | 98105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $14,200 |
| LEAGUE OF WOMEN VOTES | |||||||
| 1730 M STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| LIBERATION PROGRAMS INCORPORATED | |||||||
| 129 GLOVER AVENUE | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| LUTHERAN CHURCH MISSOURI SYNOD | |||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $3,000 |
| MARY'S PLACE | |||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| MEALS-ON-WHEELS | |||||||
| 1200 WASHINGTON AVENUE | MINNEAPOLIS | MN | 55415 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | DONEE | HOSPITAL | CHARITABLE DONATION | $1,100 |
| METROPOLITAN OPERA AUDITIONS NEW ENGLAND | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| METROPOLITAN OPERA ASSOCIATION | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| MIDDLEBURY COLLEGE | |||||||
| OLD CHAPEL MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | DONEE | COLLEGE | CHARITABLE DONATION | $300 |
| MOUNTAIN VALLEY MEDICAL CLINIC | |||||||
| 38 VT ROUTE 11 | LONDONDERRY | VT | 05148 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| MOUNT SINAI HOSPITAL | |||||||
| BOX 1049 | NEW YORK | NY | 10029 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | |||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON DC | DC | 20001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM | |||||||
| 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NESC | |||||||
| 150 MIRONA ROAD | PORTSMOUTH | NH | 03801 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NORWALK COMMUNITY TECHNICAL COLLEGE FUND | |||||||
| 188 RICHARDS AVE | NORWARK | CT | 06854 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| NEWTON WELLSELEY HOSPITAL CHARITABLE FD | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | DONEE | HOSPITAL | CHARITABLE DONATION | $300 |
| NEWTON FREE LIBRARY | |||||||
| 330 HOMER ST | NEWTON | MA | 02459 | DONEE | LIBRARY | CHARITABLE DONATION | $500 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| NORTHFILED MT HEERMON | |||||||
| 1 LAMPLIGHTER WAY | MONT HERMON | MA | 01354 | DONEE | SCHOOL | CHARITABLE DONATION | $100 |
| ONE EQUAL HEART FOUNDATION | |||||||
| 1620 BROADWAY AVENUE SUITE 205 | SEATTLE | WA | 98122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| OPPORTUNITY INTERNATIONAL | |||||||
| 550 WEST VAN BUREN | CHICAGO | IL | 60607 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PARSONAGE COTTAGE HOME | |||||||
| 88 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $850 |
| PATHWAYS INC | |||||||
| 33 DENISON PARKWAY WEST | CORNING | NY | 14830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PERU CONGREGATIONAL CHURCH | |||||||
| 1431 FOURTH STREET | PERU | IL | 61354 | DONEE | CHURCH | CHARITABLE DONATION | $1,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| PRINCETON THEOLOGICAL SEMINARY | |||||||
| 64 MERCER STREET | PRINCETON | NJ | 08542 | DONEE | SCHOOL | CHARITABLE DONATION | $250 |
| PROLITERACY WORLDWIDE | |||||||
| 104 MARCELLUS STREET | SYRACUSE | NY | 13204 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| RESURGE INTERNATIONAL | |||||||
| 145 N WOLFE RD | SUNNYVALE | CA | 94086 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| ROSIE'S PLACE | |||||||
| 1102 SOUTHWEST INVAHOE STREET | PORT ST LUCIE | FL | 34983 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,000 |
| RUSSIAN ARTS FOUNDATION | |||||||
| 1350 TREAT BLVD SUITE 400 | WALNUTE CREEK | CA | 94597 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| SALISBURY VISITING NURSE ASSOCIATION | |||||||
| 30 SALMON KILL RD | SALISBURY | CT | 06039 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SILENT IMAGES | |||||||
| PO BOX 667 | MATTHEWS | NC | 28106 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| SHELTER FOR THE HOMELESS INC | |||||||
| PO BOX 1252 | STAMFORD | CT | 06902 | DONEE | SHELTER | CHARITABLE DONATION | $100 |
| SOTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SPCA WESTCHESTER | |||||||
| 590 NORTH STATE ROAD | BRIARCLIFF MANOR | NY | 10510 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE STREET | NEW YORK | NY | 10005 | DONEE | SCHOOL | CHARITABLE DONATION | $5,000 |
| SYRIAN AMERICAN MEDICAL SOCIETY | |||||||
| 125 WALNUT STREET | WATERTOWN | MA | 02472 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| THE SMILR TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $550 |
| TRINITY CHURCH | |||||||
| 76 TRINITY PLACE | NEW YORK | NY | 10006 | DONEE | CHURCH | CHARITABLE DONATION | $1,000 |
| THE BIG PICTURE FOUNDATION | |||||||
| 2997 E COBB PKWY | ATLANTA | GA | 31139 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE CARCINOID CANCER FOUNDATION | |||||||
| 333 MAMARONECK AVENUE 492 | WHITE PLAINS | NY | 10605 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| THE CARVER FOUNDATION OF NORWARK | |||||||
| 7 ACADEMY STREET | NORWALK | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| THE COMMUNITY CHEST OF ENGLEWOOD | |||||||
| 122 SOUTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| THE DOE FUND INC | |||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| THE DRAMA LEAGUE | |||||||
| 32 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE ELISABETH MORROW SCHOOL | |||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | DONEE | SCHOOL | CHARITABLE DONATION | $3,500 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| THE HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| THE LIGHTHOUSE | |||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE LOOMIS CHAFFEE SCHOOL | |||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| THE OPEN DOOR SHELTER - NORWARK | |||||||
| 4 MERRITT ST | NORWALK | CT | 06854 | DONEE | SHELTER | CHARITABLE DONATION | $150 |
| THE PREPARATORY FOUNDATION | |||||||
| 2733 ESPLANADE AVENUE | NEW ORLEANS | LA | 70119 | DONEE | SCHOOL | CHARITABLE DONATION | $5,000 |
| THIRTEENWNET NEW YORK | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| UNITED PARISH OF AUBURNDALE | |||||||
| 64 HANCOCK STREET | NEWTON | MA | 02466 | DONEE | CHURCH | CHARITABLE DONATION | $60,000 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $31,000 |
| UNITED WAY OF MASS BAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,720 | 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 | $81,550 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,601 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,266 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,266 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CLARE COOPER | ||||||
| 1 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $20,000 | Yes (X) |
| ERIC B COOPER | ||||||
| 2 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $10,000 | Yes (X) |
| RALPH M WYMAN | ||||||
| 3 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $97,589 | Yes (X) |
| LESLIE COOPER | ||||||
| 4 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $50,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-US EQUITIES | AT COST | $1,640,208 | $2,209,070 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | $583,052 | $584,089 |
| MUTUAL FUNDS-BONDS | AT COST | $591,916 | $584,444 |
| SPDR GOLD TRUST SHS | AT COST | $106,636 | $152,411 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | -$308,577 | -$325,243 | $13,997 |
| ABBEY CAPITAL ACL ALTERNATIVE FUND | $92,684 | $92,683 | $100,338 |
| FPA FDS TR FPA CRESCENT I | $46,386 | $51,259 | $59,393 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTIAL REDEMPTION OF INVESTMENT IN AMA MULTISTRATEGY OFFSHORE FD | Desc |
| Amt | $6,420 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE ANNUAL FEES | $552 | $0 | $552 |
| VIA ACL ALTERNATIVE FUND LIMITED | $1,795 | $1,795 | $0 |
| INVESTMENT EXPENSE | $610 | $610 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VIA ACL ALTERNATIVE FUND LIMITED | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $115 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $115 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT IN ACL ALTERNATIVE FUND | $8,300 |
| ACCRUED INCOME | $238 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $56,439 | Amt |
| Net Investment Income | $56,439 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,374 | $0 | $0 |
| FEDERAL TAXES | $1,600 | $0 | $0 |
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