PANWY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349102116
- Schema version
- 2017v2.2
- 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 | 2018-05-14T11:19:20-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUNTRUST BANK | PreparerPersonNm |
| PTIN | P01315405 | PTIN |
| Phone | 2036616616 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,324,718 | 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 | $28,921 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,147 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $202 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $202 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $155,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,046 | 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 | $51,018 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,018 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,894 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,794 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $332,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,548 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,539,836 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,898,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,021,649 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,379 | OtherAssetsBOYAmt |
| Other Assets EOY | -$169,507 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $202,521 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,879,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,829,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,324,718 | 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 | $2,879,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,829,863 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,879,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,829,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,879,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,829,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,879,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $643 | OtherIncreasesAmt |
| Subtotal | $2,835,390 | SubtotalAmt |
| Other Decreases | $5,527 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,829,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | P | $2,418 | $2,418 | $2,418 | |||
| ACL ALTERNATIVE FUND | P | $4,023 | $4,023 | $4,023 | |||
| ACL ALTERNATIVE FUND | P | $12 | $12 | $12 | |||
| BLACKSTONE ALT MULTI STRAT FD INST | P | $483 | $7 | $7 | 2016-12-20 | 2017-01-20 | $476 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $856 | -$34 | -$34 | 2016-08-01 | 2017-05-12 | $890 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $862 | -$31 | -$31 | 2016-09-01 | 2017-05-12 | $893 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $789 | -$27 | -$27 | 2016-10-03 | 2017-05-12 | $816 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $827 | -$27 | -$27 | 2016-07-01 | 2017-05-12 | $854 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $821 | -$22 | -$22 | 2016-11-01 | 2017-05-12 | $843 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $875 | -$14 | -$14 | 2016-06-01 | 2017-05-12 | $889 |
| FPA CRESCENT FUND INST CL SHARES | P | $1,055 | $10 | $10 | 2017-07-05 | 2017-09-21 | $1,045 |
| FPA CRESCENT FUND INST CL SHARES | P | $3,679 | $150 | $150 | 2016-12-21 | 2017-09-21 | $3,529 |
| BLACKSTONE ALT MULTI STRAT FD INST | P | $2,490 | $55 | $55 | 2015-12-22 | 2017-01-20 | $2,435 |
| BLACKSTONE ALT MULTI STRAT FD INST | P | $125 | $3 | $3 | 2015-12-23 | 2017-01-20 | $122 |
| BLACKSTONE ALT MULTI STRAT FD INST | P | $51,343 | $1,343 | $1,343 | 2014-07-16 | 2017-01-20 | $50,000 |
| BLACKSTONE ALT MULTI STRAT FD INST | P | $51,600 | $1,600 | $1,600 | 2014-06-16 | 2017-01-20 | $50,000 |
| BLACKSTONE ALT MULTI STRAT FD INST | P | $621 | $19 | $19 | 2014-12-22 | 2017-01-20 | $602 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $55 | -$2 | -$2 | 2010-08-11 | 2017-05-12 | $57 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $3 | $0 | $0 | 2010-07-11 | 2017-05-12 | $3 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $490 | -$10 | -$10 | 2010-06-11 | 2017-05-12 | $500 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $830 | -$18 | -$18 | 2016-05-02 | 2017-05-12 | $848 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $862 | -$13 | -$13 | 2016-04-01 | 2017-05-12 | $875 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $507 | $1 | $1 | 2010-04-11 | 2017-05-12 | $506 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $911 | -$11 | -$11 | 2013-11-20 | 2017-05-12 | $922 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $64,705 | -$663 | -$663 | 2013-10-21 | 2017-05-12 | $65,368 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $912 | -$9 | -$9 | 2013-10-21 | 2017-05-12 | $921 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,232 | -$13 | -$13 | 2014-09-30 | 2017-05-12 | $1,245 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $919 | -$9 | -$9 | 2013-11-14 | 2017-05-12 | $928 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,198 | -$11 | -$11 | 2014-02-28 | 2017-05-12 | $1,209 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $122,346 | -$995 | -$995 | 2010-04-15 | 2017-05-12 | $123,341 |
| FPA CRESCENT FUND INST CL SHARES | P | $657 | $65 | $65 | 2016-07-05 | 2017-09-21 | $592 |
| FPA CRESCENT FUND INST CL SHARES | P | $4,884 | $510 | $510 | 2015-12-22 | 2017-09-21 | $4,374 |
| FPA CRESCENT FUND INST CL SHARES | P | $7,672 | $2,069 | $2,069 | 2010-02-18 | 2017-09-21 | $5,603 |
| FPA CRESCENT FUND INST CL SHARES | P | $12,053 | $3,310 | $3,310 | 2010-08-03 | 2017-09-21 | $8,743 |
| SPDR GOLD TR GOLD ETF | P | $598 | $173 | $173 | 2017-12-05 | 2017-12-05 | $425 |
| CAPITAL GAINS DIVIDENDS | P | $28,288 | $28,288 | $28,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,147 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $187,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,726,351 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050255 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $294,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,860,524 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076353 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $293,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,198,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069994 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $220,215 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,045,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054429 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $338,653 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,066,547 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083278 | DistributionYr5Rt |
| Total Distribution | 0.334309 | TotalDistributionRt |
| Average Distribution | 0.066862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,965,502 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $265,141 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $721 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $265,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $145,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,939 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,939 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,497 | OverpaymentAmt |
| Applied To ES Tax | $1,497 | 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 |
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 | ||||||||
| 34 BALDWIN FARMS NORTH | 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 | ||||||||
| 71 RIDGEVIEW AVE | GREENWICH | CT | 06830 | 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 | ||||||||
| 3 FULLER STREET APT6 | 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 | $3,519,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $357,949 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,025,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,025,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,965,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,442 | TotalTaxAmt |
| Distributable Before Adj | $196,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $196,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $196,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,510 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $145,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $138,384 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,316 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,740 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $351,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $51,323 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $51,323 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $300,173 | 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 | $87,061 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $213,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,316 | ExcessFromYear4Amt |
| Excess From Year3 | $86,740 | ExcessFromYear3Amt |
| Excess From Year2 | $103,040 | ExcessFromYear2Amt |
| Excess From Year1 | $1,016 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 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 | $100 |
| 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 |
| ALS ASSOCIATION | |||||||
| 315 NORWOOD PART S 2 | NORWOOD | MA | 02062 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AMERICAN RED CROSS | |||||||
| 99 INDIAN FIELD ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $14,860 |
| AMHERST COLLEGE | |||||||
| 220 SOUTH PLEASANT STREET | AMHERST | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| AT HOME IN GREENWICH | |||||||
| 139 EAST PUTNAM AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| BBBWISE GIVING ALLIANCE | |||||||
| 3033 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22201 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CATHOLIC CHARITIES OF THE ARCDIOCESE OF GALVESTON-HOU | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CENTER OF THEOLOGICAL INQUIRY | |||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CHARLES RIVER CONSERVANCY INC | |||||||
| 43 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| 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 | $750 |
| COLUMBIA COLLEGE FUND | |||||||
| 622 W 113TH ST MC 4530 | NEW YORK | NY | 10025 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CONCORDIA COLLEGE | |||||||
| 205 WHITE PLAINS ROAD | TUCKAHOE | NY | 10707 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CONNECTICUT FOOD BANK | |||||||
| 56 EAGLE STREET | WATERBURY | CT | 06708 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| COUNCIL OF THE ARTS AT MIT | |||||||
| MIT | BOSTON | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $5,250 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST SUITE 200 | WELLESLEY HILLS | MA | 02481 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| DICKINSON COLLEGE | |||||||
| POST OFFICE BOX 1773 | CARLISLE | PA | 17013 | DONEE | UNIVERSITY | CHARITABLE DONATION | $100 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| FAMILY RE-ENTRY | |||||||
| 9 MOTT AVE 110 | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| FIRST CHURCH IN CHESTNUT HILL | |||||||
| CHESTNUT HILL | NEWTONVILLE | MA | 02467 | DONEE | CHURCH | CHARITABLE DONATION | $5,000 |
| FLAT ROCK BROOKE NATURE ASSOCIATION | |||||||
| FLAT ROCK BROOKE NATURE ASSOCIATION | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| FRIENDS OF GREENWICH POINT | |||||||
| PO BOX 711 | OLD GREENWICH | CT | 06870 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,000 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER ROAD | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,650 |
| 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 | $250 |
| 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 | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH LAND TRUST | |||||||
| GREENWICH LAND TRUST | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| GSO BENEFIT | |||||||
| 4000 EXECUTIVE PARKWAY | SAN RAMON | CA | 94583 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| HABITAT FOR HUMANITY OF COASTAL FAIFIELD COUNTRY | |||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| HARVARD MEDICAL SCHOOL | |||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| HOUSTON SPCA | |||||||
| 900 PORTWAY DRIVE | HOUSTON | TX | 77024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| HOUSON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | 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 CENTER FOR NURSING EXCELLENCE | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $15,100 |
| 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 | $350 |
| 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 | $3,500 |
| MEALS-ON-WHEELS | |||||||
| 1200 WASHINGTON AVENUE | MINNEAPOLIS | MN | 55415 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | DONEE | HOSPITAL | CHARITABLE DONATION | $100 |
| METEROPOLITAN 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 | $500 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | DONEE | COLLEGE | CHARITABLE DONATION | $1,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 659 TOWER AVENUE FIRST FLOOR | HARTFORD | CT | 06112 | 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 | $150 |
| NATURE CONSERVANCY | |||||||
| AVAILABLE UPON REQUEST | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| 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 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| 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 | $250 |
| ONS FOUNDATION FOR CLINICAL RESEARCH | |||||||
| 6 GREENWICH OFFICE PARK | GREENWICH OFFICE PAR | CT | 06830 | 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 | $250 |
| PERU CONGREGATIONAL CHURCH | |||||||
| 1431 FOURTH STREET | PERU | IL | 61354 | DONEE | CHURCH | CHARITABLE DONATION | $500 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| 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 |
| READING PARTNERS | |||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| RICE UNIVERSITY | |||||||
| 1714 RICE BLVD | HOUSTON | TX | 77005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | DONEE | SCHOOL | CHARITABLE DONATION | $1,500 |
| ROSIE'S PLACE | |||||||
| 1102 SOUTHWEST INVAHOE STREET | PORT ST LUCIE | FL | 34983 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| 501 HALONA STREET | SANTA FE | NM | 87505 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 7424 | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| SHELTER FOR THE HOMELESS INC | |||||||
| PO BOX 1252 | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SOTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| STRATTON FOUNDATION | |||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| SYRIAN AMERICAN MEDICAL SOCIETY | |||||||
| 125 WALNUT STREET | WATERTOWN | MA | 02472 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| TEXAS DIAPER BANK | |||||||
| 5415 BANDERA RD 504 | SAN ANTONIO | TX | 78238 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| THE COMMUNITY CHEST OF ENGLEWOOD | |||||||
| 122 SOUTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| THE CARCINOID CANCER FOUNDATION | |||||||
| 333 MAMARONECK AVENUE 492 | WHITE PLAINS | NY | 10605 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| THE DOE FUND INC | |||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| THE ELISABETH MORROW SCHOOL | |||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| 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 | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| 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 | $6,000 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 1410 NE CAMPUS PARKWAY | SEATTLE | WA | 98195 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| WGBH RADIO & TV | |||||||
| ONE GUEST | BOSTON | MA | 02135 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| YWCA OF GREENWICH | |||||||
| 259 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| UNITED WAY OF GREENWICH | |||||||
| 500 WEST PUTNAM AVENUE SUITE 415 | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,410 | 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 | $84,697 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,147 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,046 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROSS WYMAN | |||||||
| 1 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $5,000 | Yes (X) | |
| JAMES ROSENBLUM | |||||||
| 2 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $350 | Yes (X) | |
| JASON RUSSELL | |||||||
| 3 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $1,000 | Yes (X) | |
| JEFFREY RUSSELL | |||||||
| 4 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $22,571 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | AT&T STOCKS | NoncashPropertyDesc |
| Fair Market Value | $117,720 | FairMarketValueAmt |
| Received | 2020-12-28 | ReceivedDt |
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 | $1,644,839 | $2,569,707 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | $554,621 | $708,042 |
| MUTUAL FUNDS-BONDS | AT COST | $592,726 | $588,472 |
| SPDR GOLD TRUST SHS | AT COST | $106,636 | $155,428 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | -$301,562 | -$308,577 | $29,826 |
| BLACKSTONE ALT INV FDS | $103,635 | ||
| ABBEY CAPITAL ACL ALTERNATIVE FUND | $137,683 | $92,684 | $108,536 |
| FPA FDS TR FPA CRESCENT I | $67,623 | $46,386 | $64,159 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT IN ACL ALTERNATIVE FUND | $3,109 |
| PARTIAL REDEMPTION OF INVESTMENT IN AMA MULTISTRATEGY OFFSHORE FD | $2,418 |
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 | $100 | $0 | $100 |
| VIA ACL ALTERNATIVE FUND LIMITED | $2,196 | $2,196 | $0 |
| INVESTMENT EXPENSE | $598 | $598 | $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 | $202 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $202 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| Amt | $643 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $51,018 | Amt |
| Net Investment Income | $51,018 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,138 | Amt |
| Net Investment Income | $1,138 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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