SMILOW FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SMILOW FOUNDATION (EIN 06-6299809)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201821359349102527
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T12:58:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061415579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capossela Cohen LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 Center Street | AddressLine1Txt |
| City | Southport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066299809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel E Smilow Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 2032213068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 Post Road East Suite 105 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joel E Smilow | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2032213068 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nathaniel S Yordon CPA | PreparerPersonNm |
| PTIN | P00045695 | PTIN |
| Phone | 2032547000 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| 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 | $5,651,663 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47,182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,182 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,604 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $84,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,146 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,857 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $511,716 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $511,716 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $552,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $511,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$468,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,606,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,138,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,138,524 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $269,728 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $269,728 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $274,745 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,656,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,656,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,238,394 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,533,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,065,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,651,663 | 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 | $5,533,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,065,111 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,533,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,065,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,533,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,065,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,533,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$468,126 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,065,111 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,065,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Silver Point Capital | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12,604 | GrossSalesPriceAmt |
| Gain Or Loss | $12,604 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,604 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,604 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,928,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,926,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.325424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,820,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,351,382 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.286623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $992,816 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,631,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.130098 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,295,276 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,260,855 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.277850 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,622,520 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,814,519 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.936645 | DistributionYr5Rt |
| Total Distribution | 1.956640 | TotalDistributionRt |
| Average Distribution | 0.391328 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,735,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,244,335 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $768 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,245,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $511,716 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,464 | OverpaymentAmt |
| Applied To ES Tax | $18,464 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Mr Joel E Smilow | IndividualWithBooksNm |
| Phone | 2032213068 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 Post Road East-Suite 105 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joel E Smillow | ||||||||
| 830 Post Road East Suite 105 | Westport | CT | 06880 | Manager | 0.00 | $0 | $0 | $0 |
| Deborah Berger | ||||||||
| 830 Post Road East Suite 105 | Westport | CT | 06880 | Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,462,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,359,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,822,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,822,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,735,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $286,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,536 | TotalTaxAmt |
| Distributable Before Adj | $285,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $285,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $285,223 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $511,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $511,716 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $511,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $285,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,687,615 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,887,543 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $613,404 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,505,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,651,023 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,344,825 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $511,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $285,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $226,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,571,318 | 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 | $16,687,615 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,883,703 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,887,543 | ExcessFromYear4Amt |
| Excess From Year3 | $613,404 | ExcessFromYear3Amt |
| Excess From Year2 | $1,505,240 | ExcessFromYear2Amt |
| Excess From Year1 | $1,651,023 | ExcessFromYear1Amt |
| Excess From Current Year | $226,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joel E Smillow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A Better Chance National Headquarters | |||||||
| 253 West 35th Street - 6th Floor | New York | NY | 10001 | PC | General operating support | $1,000 | |
| American Liver Foundation - Connecticut Division | |||||||
| 127 Washington Ave | North Haven | CT | 06473 | PC | General Operating Support | $500 | |
| Boys and Girls Clubs of Coachella Valley | |||||||
| 42-600 Cook Street - Suite 120 | Palm Desert | CA | 92211 | PC | General Operating Support | $3,000 | |
| Boys and Girls Clubs of Lower Naugatuck Valley | |||||||
| One Positive Place | Shelton | CT | 06484 | PC | General Operating Support | $25,000 | |
| Bridgeport Rescue Mission | |||||||
| 1088 Fairfield Avenue | Bridgeport | CT | 06608 | PC | General Operating Support | $75,000 | |
| Eisenhower Medical Center | |||||||
| 39000 Bob Hope Drive | Rancho Mirage | CA | 92270 | PC | General Operating Support | $5,000 | |
| FALConn | |||||||
| 13 Waverly Place | Stamford | CT | 06902 | PC | General Operating Support | $500 | |
| Harvard Business School | |||||||
| Soldiers Field | Boston | MA | 02163 | PC | General Operating Support | $250 | |
| Hidden Harvest | |||||||
| 85-711 Peter Rabbit Lane | Coachella | CA | 92239 | PC | General Operating Support | $1,000 | |
| Jewish Family Services | |||||||
| 325 Reef Road | Fairfield | CT | 06824 | PC | General operating support | $60,000 | |
| Johns Hopkins University School of Medicine | |||||||
| 733 North Broadway | Baltimore | MD | 21205 | PC | Research GrantGeneral Operating Support | $10,000 | |
| McCallum Theater | |||||||
| 73000 Fred Waring Drive | Palm Desert | CA | 92260 | PC | General Operating Support | $35,000 | |
| Naval War College Foundation | |||||||
| 686 Cushing Road | Newport | RI | 028411213 | PC | General Operating Support | $250 | |
| NYU Langone Medical Center | |||||||
| One Park Avenue 17th Floor | New York | NY | 10016 | PC | General Operating Support | $50,000 | |
| Palm Springs Art Museum | |||||||
| 101 Museum Drive | Palm Springs | CA | 92262 | PC | General Operating Support | $1,000 | |
| Smile Train | |||||||
| 41 Madison Avenue 28th Floor | New York | NY | 10010 | PC | General Operating Support | $25,000 | |
| Southport Fire Department | |||||||
| PO Box 454 | Southport | CT | 06890 | PC | General Operating Support | $500 | |
| Temple Israel | |||||||
| 14 Coleytown Road | Westport | CT | 06880 | PC | General Operating Support | $10,216 | |
| The Jewish Museum | |||||||
| 1109 5th Avenue | New York | NY | 10128 | PC | General Operating Support | $5,000 | |
| United Service Organizations Inc | |||||||
| PO Box 96860 | Washington | DC | 20077 | PC | General Operating Support | $500 | |
| West Point Association of Graduates | |||||||
| 698 Mills Road | West Point | NY | 10996 | PC | General Operating Support | $1,000 | |
| Westport Country Playhouse | |||||||
| 25 Powers Court | Westport | CT | 06880 | PC | General Operating Support | $10,000 | |
| William F Buckley Jr Program at Yale | |||||||
| 234 Church Street 7th Floor | New Haven | CT | 06510 | PC | General Operating Support | $5,500 | |
| Yale University | |||||||
| PO Box 2038 | New Haven | CT | 06521 | PC | General Operating Support | $25,000 | |
| NPCA | |||||||
| 777 6th Street NW Suite 700 | Washington | DC | 200013723 | PC | General Operating Support | $500 | |
| Gilder Lehrman Insitute of American History | |||||||
| 49 West 45th Street - 6th Floor | New York | NY | 10036 | PC | General Operating Support | $5,000 | |
| Palm Springs Friends of Philharmonic | |||||||
| PO Box 12770 | Palm Desert | CA | 922552770 | PC | General Operating Support | $3,000 | |
| JOIN Israel | |||||||
| 3 West 57th Street - 10th Floor | New York | NY | 10019 | PC | General Operating Support | $18,000 | |
| New York Philharmonic | |||||||
| David Geffin Hall 10 Lincioln | New York | NY | 10023 | PC | General Operating Support | $5,000 | Center Plaza |
| College of the Desert | |||||||
| 43-500 Monterey Avenue | Palm Desert | CA | 92260 | PC | General Operating Support | $50,000 | |
| The Cancer Couch Foundation | |||||||
| PO Box 1145 | Southport | CT | 06890 | PC | General Operating Support | $500 | |
| National September 11 Memorial & Museum | |||||||
| 200 Liberty Street 16th Floor | New York | NY | 10281 | PC | General Operating Support | $1,000 | |
| The Hole in the Wall Gang Fund | |||||||
| 555 Long Warf Drive | New Haven | CT | 06511 | PC | General Operating Support | $500 | |
| Greenwich Hospital | |||||||
| 35 River Road | Cos Cob | CT | 06807 | PC | General Operating Support | $500 | |
| Doctors Without Borders USA Inc | |||||||
| 333 Seventh Avenue - 2nd floor | New York | NY | 10001 | PC | General Operating Support | $500 | |
| Animal Medical Center | |||||||
| 510 E 62nd Street | New York | NY | 10065 | PC | General Operating Support | $1,000 | |
| Visiting Nurse & Hospice of Fairfield County | |||||||
| 761 Main Avenue 114 | Norwalk | CT | 06851 | PC | General Operating Support | $500 | |
| NYU Urology Research Program | |||||||
| NYU Office orf Development One Park | New York | NY | 10016 | PC | Research Grant | $25,000 | Avenue |
| Museum of the American Revolution | |||||||
| 101 S Third Street | Philadelphia | PA | 19106 | PC | General Operating Support | $50,000 | |
| Jimmy Lee Scholarship Fund | |||||||
| c/o Blind Brook Country Club 980 | Purchase | NY | 10577 | PC | Scholarships | $500 | Anderson Hill Rd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $511,716 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,182 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,146 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,845 Shs IShares Brazil | $295,882 | $236,430 |
| 16,350 Shs IShares China Large-Cap ETF | $600,546 | $754,880 |
| 3,712 Charter Communications, Inc | $760,431 | $1,247,084 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $269,728 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $274,745 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign taxes | $2,857 | $2,857 | $0 |
| Federal income tax | $33,199 | $0 | $0 |
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