PANWY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PANWY FOUNDATION INC (EIN 13-6130759)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-13
IRS object ID
202542869349101159
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-13T12:48:07-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11735 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136130759EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PANWY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O EAGLE CAP INT'L LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPANWBusinessNameControlTxt
Phone2036616616PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 E PUTNAM AVE 3100AddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLA BENKAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2036616616PhoneNum
Signature2025-10-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILLIP GROFFPreparerPersonNm
PTINP01247783PTIN
Phone2672567000PhoneNum
Preparation2025-09-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,351,442FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$83,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$98,125DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,897DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$294,309NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$639,209GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$294,309CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$475,434TotalRevAndExpnssAmt
Total Net Invst Incm$392,206TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$68,426OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,426OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$697TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$69,123TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$68,426TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$435,721ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$435,721ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$504,844TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$68,426TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$435,721TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,410ExcessRevenueOverExpensesAmt
Net Investment Income$323,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$122,896SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$204,814SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$204,814SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,827,252OtherInvestmentsBOYAmt
Other Investments EOY$2,673,467OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,744,578OtherInvestmentsEOYFMVAmt
Other Assets BOY$374,723OtherAssetsBOYAmt
Other Assets EOY$386,673OtherAssetsEOYAmt
Other Assets EOYFMV$402,050OtherAssetsEOYFMVAmt
Total Assets BOY$3,324,871TotalAssetsBOYAmt
Total Assets EOY$3,264,954TotalAssetsEOYAmt
Total Assets EOYFMV$5,351,442TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,324,871RetainedEarningBOYAmt
Retained Earning EOY$3,264,954RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,324,871TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,264,954TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,324,871TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,264,954TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,324,871TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,410ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,295,461SubtotalAmt
Other Decreases$30,507OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,264,954TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (177 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS DIVIDENDP2024-01-012024-12-31$16,713$16,713$16,713
ACCENTURE PLC IRELAND SHSP2023-03-202024-02-28$1,134$376$376$758
ACCENTURE PLC IRELAND SHSP2023-03-202024-05-20$918$161$161$757
ACCENTURE PLC IRELAND SHSP2023-03-202024-11-20$706$201$201$505
ADOBE SYSTEMS INC COMP2020-07-102024-02-28$1,655$274$274$1,381
ADOBE SYSTEMS INC COMP2020-07-102024-05-20$1,454$73$73$1,381
ADOBE SYSTEMS INC COMP2022-02-242024-11-20$991$84$84$907
AGILENT TECHNOLOGIES INCP2022-12-312024-02-28$1,644$71$71$1,573
AGILENT TECHNOLOGIES INCP2022-03-012024-05-20$1,237$189$189$1,048
AGILENT TECHNOLOGIES INCP2022-03-012024-11-20$630-$25-$25$655
AIR PRODUCTS AND CHEMICALS INCP2020-11-172024-02-28$1,163-$164-$164$1,327
AIR PRODUCTS AND CHEMICALS INCP2020-11-172024-05-20$796$0$0$796
AIR PRODUCTS AND CHEMICALS INCP2020-11-172024-11-20$653$122$122$531
ALPHABET INC CL CP2024-02-082024-02-28$2,464-$172-$172$2,636
ALPHABET INC CL CP2019-11-152024-02-28$1,779$915$915$864
ALPHABET INC CL CP2019-11-152024-04-12$636$370$370$266
ALPHABET INC CL CP2019-11-152024-04-29$2,190$1,326$1,326$864
ALPHABET INC CL CP2019-11-152024-05-20$3,752$2,357$2,357$1,395
ALPHABET INC CL CP2019-11-152024-06-13$711$445$445$266
ALPHABET INC CL CP2019-11-152024-06-28$927$595$595$332
ALPHABET INC CL CP2019-11-152024-07-08$1,332$867$867$465
ALPHABET INC CL CP2019-11-152024-11-20$2,113$1,316$1,316$797
AMERICAN TOWER CORP REITP2022-12-312024-02-28$2,690-$764-$764$3,454
AMERICAN TOWER CORP REITP2022-12-312024-05-20$1,925-$561-$561$2,486
AMERICAN TOWER CORP REITP2022-12-312024-11-20$1,201-$263-$263$1,464
AMPHENOL CORPP2019-11-152024-02-28$2,937$1,555$1,555$1,382
AMPHENOL CORPP2019-11-152024-05-20$2,540$1,567$1,567$973
AMPHENOL CORPP2019-11-152024-06-03$1,444$881$881$563
AMPHENOL CORPP2019-11-152024-11-20$1,542$979$979$563
AON PLCP2019-11-152024-02-28$950$358$358$592
AON PLCP2019-11-152024-05-20$586$191$191$395
AON PLCP2019-11-152024-11-20$752$357$357$395
BALL CORPORATION COMMONP2021-09-272024-02-28$817-$372-$372$1,189
BALL CORPORATION COMMONP2022-12-312024-05-20$629-$159-$159$788
BALL CORPORATION COMMONP2021-06-252024-11-20$359-$137-$137$496
COSTCO WHOLESALE CORPP2020-06-252024-02-28$1,498$899$899$599
COSTCO WHOLESALE CORPP2020-06-252024-03-27$1,462$863$863$599
COSTCO WHOLESALE CORPP2020-06-252024-05-20$798$498$498$300
COSTCO WHOLESALE CORPP2020-06-252024-11-20$919$619$619$300
CROWN CASTLE INC REITP2022-12-312024-02-28$975-$423-$423$1,398
CROWN CASTLE INC REITP2020-05-082024-05-20$707-$332-$332$1,039
CROWN CASTLE INC REITP2019-11-152024-11-20$417-$78-$78$495
DANAHER CORP COMMONP2024-01-012024-02-28$4,081$726$726$3,355
DANAHER CORP COMMONP2024-01-012024-05-20$3,473$789$789$2,684
DANAHER CORP COMMONP2024-10-312024-11-20$2,080-$142-$142$2,222
DANAHER CORP COMMONP2022-05-172024-02-28$510$71$71$439
DFA US LARGE COMPANY PORTP2024-03-272024-05-20$2,894$38$38$2,856
DFA US LARGE COMPANY PORTP2013-10-102024-02-06$110,000$65,291$65,291$44,709
DFA US LARGE COMPANY PORTP2013-10-102024-03-07$100,000$61,027$61,027$38,973
DFA US LARGE COMPANY PORTP2013-10-102024-05-20$57,106$35,475$35,475$21,631
DOLLAR GENERAL CORPP2023-06-022024-05-20$277-$53-$53$330
DOLLAR GENERAL CORPP2019-11-152024-05-20$1,248-$189-$189$1,437
DOLLAR GENERAL CORPP2019-11-152024-11-20$434-$524-$524$958
DOLLAR GENERAL CORPP2024-01-012024-02-28$2,145-$368-$368$2,513
ECOLABS INCP2022-12-312024-02-28$3,152$424$424$2,728
ECOLABS INCP2019-11-152024-05-20$2,347$433$433$1,914
ECOLABS INCP2019-11-152024-11-20$1,443$295$295$1,148
ELECTRONIC ARTS INCP2021-09-272024-02-28$978$61$61$917
ELECTRONIC ARTS INCP2021-09-272024-05-20$638-$17-$17$655
ELECTRONIC ARTS INCP2021-09-272024-11-20$500$107$107$393
ESTEE LAUDER COMPANIES CL AP2022-12-312024-02-28$1,324-$410-$410$1,734
ESTEE LAUDER COMPANIES CL AP2019-11-152024-05-20$922-$413-$413$1,335
ESTEE LAUDER COMPANIES CL AP2019-11-152024-11-20$256-$507-$507$763
FIDELITY NATL INFORMATIONP2019-11-152024-02-28$667-$686-$686$1,353
FIDELITY NATL INFORMATIONP2022-12-312024-04-29$7,167-$5,663-$5,663$12,830
FISERVP2019-11-152024-02-28$2,085$489$489$1,596
FISERVP2019-11-152024-03-27$4,107$1,142$1,142$2,965
FISERVP2022-12-312024-05-20$1,360$397$397$963
FISERVP2020-05-082024-11-20$1,078$553$553$525
GARTNER INC CL AP2020-11-102024-02-28$3,251$2,147$2,147$1,104
GARTNER INC CL AP2020-11-102024-05-20$2,275$1,487$1,487$788
GARTNER INC CL AP2022-12-312024-11-20$1,543$1,108$1,108$435
IDEX CORPP2023-06-022024-02-28$1,659$194$194$1,465
IDEX CORPP2023-06-022024-05-20$880$43$43$837
IDEX CORPP2019-11-152024-05-20$220$58$58$162
IDEX CORPP2019-11-152024-11-20$660$173$173$487
IDEXX LABORATORIES INC COMMONP2024-08-192024-11-20$824-$162-$162$986
IDEXX LABORATORIES INC COMMONP2022-05-262024-02-28$1,141$377$377$764
IDEXX LABORATORIES INC COMMONP2022-05-262024-05-20$1,060$296$296$764
INTERCONTINENTAL EXCHANGE INCP2019-11-152024-02-28$2,229$742$742$1,487
INTERCONTINENTAL EXCHANGE INCP2019-11-152024-05-20$1,508$486$486$1,022
INTERCONTINENTAL EXCHANGE INCP2019-11-152024-11-20$1,090$439$439$651
INTUIT INC COMMONP2024-01-012024-02-28$3,958$1,382$1,382$2,576
INTUIT INC COMMONP2023-05-082024-03-27$644$217$217$427
INTUIT INC COMMONP2024-06-042024-11-20$1,929$211$211$1,718
INTUIT INC COMMONP2023-05-082024-05-20$2,680$972$972$1,708
INTUITIVE SURGICAL INCP2020-07-202024-02-28$770$325$325$445
INTUITIVE SURGICAL INCP2020-07-202024-05-20$399$176$176$223
INTUITIVE SURGICAL INCP2020-07-202024-11-20$537$314$314$223
LINDE PLCP2019-11-152024-02-28$3,159$1,696$1,696$1,463
LINDE PLCP2019-11-152024-05-20$2,160$1,115$1,115$1,045
LINDE PLCP2019-11-152024-11-20$1,333$706$706$627
LOWES COMPANIES INCORPORATEDP2020-04-092024-02-28$1,190$702$702$488
LOWES COMPANIES INCORPORATEDP2020-04-092024-03-12$1,941$1,161$1,161$780
LOWES COMPANIES INCORPORATEDP2022-12-312024-04-29$10,389$7,250$7,250$3,139
MARSH & MCLENNAN COS INCP2019-11-152024-02-28$1,646$805$805$841
MARSH & MCLENNAN COS INCP2019-11-152024-05-20$1,256$625$625$631
MARSH & MCLENNAN COS INCP2019-11-152024-11-20$881$461$461$420
MASTERCARD INC - CLASS AP2022-12-312024-02-28$5,250$1,353$1,353$3,897
MASTERCARD INC - CLASS AP2021-11-012024-05-20$3,677$999$999$2,678
MASTERCARD INC - CLASS AP2021-11-012024-11-20$2,565$891$891$1,674
MICROSOFT CORPP2024-11-132024-11-20$2,479-$95-$95$2,574
MICROSOFT CORPP2024-11-132024-12-18$443$14$14$429
MICROSOFT CORPP2019-11-152024-02-28$4,886$3,090$3,090$1,796
MICROSOFT CORPP2019-11-152024-05-20$3,397$2,200$2,200$1,197
MOODYS CORPP2022-03-082024-02-28$1,140$176$176$964
MOODYS CORPP2022-03-082024-05-20$825$182$182$643
MOODYS CORPP2022-03-082024-11-20$466$145$145$321
MSCI INC A COMMONP2024-04-292024-05-20$1,018$67$67$951
MSCI INC A COMMONP2024-04-292024-11-20$579$104$104$475
NIKE INCORPORATED CLASS BP2022-11-042024-02-28$1,151$100$100$1,051
NIKE INCORPORATED CLASS BP2022-12-312024-05-20$731-$31-$31$762
NIKE INCORPORATED CLASS BP2019-11-152024-11-20$364-$102-$102$466
OREILLY AUTOMOTIVE INCP2020-03-272024-02-28$1,087$777$777$310
OREILLY AUTOMOTIVE INCP2020-03-272024-05-20$998$688$688$310
OREILLY AUTOMOTIVE INCP2020-03-272024-11-20$1,185$875$875$310
PAYPAL HOLDINGS INCP2022-05-022024-02-28$1,084-$549-$549$1,633
PAYPAL HOLDINGS INCP2022-05-022024-05-20$844-$335-$335$1,179
PAYPAL HOLDINGS INCP2022-05-022024-11-20$677-$49-$49$726
S&P GLOBAL INCP2023-08-012024-02-28$3,012$224$224$2,788
S&P GLOBAL INCP2024-04-292024-05-20$3,070$156$156$2,914
S&P GLOBAL INCP2024-04-292024-11-20$1,986$321$321$1,665
SCHWAB CHARLES CORP NEWP2019-11-152024-02-28$920$301$301$619
SCHWAB CHARLES CORP NEWP2019-11-152024-04-29$2,094$857$857$1,237
SCHWAB CHARLES CORP NEWP2019-11-152024-05-20$630$276$276$354
SCHWAB CHARLES CORP NEWP2019-11-152024-11-20$398$177$177$221
SCHWAB CHARLES CORP NEWP2022-12-312024-12-06$8,236$4,048$4,048$4,188
SPDR GOLD TRUSTP2008-05-022024-02-06$14,907$8,335$8,335$6,572
SPDR GOLD TRUSTP2008-05-022024-11-20$24,944$16,486$16,486$8,458
SPDR GOLD TRUSTP2008-05-022024-12-19$24,900$16,279$16,279$8,621
SPDR GOLD TRUSTP2008-05-022024-12-31$949$591$591$358
STARBUCKS CORPORATIONS COMMONP2019-11-152024-02-28$1,115$111$111$1,004
STARBUCKS CORPORATIONS COMMONP2019-11-152024-05-20$698-$55-$55$753
STARBUCKS CORPORATIONS COMMONP2019-11-152024-11-20$584$82$82$502
TE CONNECTIVITY LTDP2023-06-022024-02-28$1,005$123$123$882
TE CONNECTIVITY LTDP2023-06-022024-05-20$759$129$129$630
TE CONNECTIVITY PLCP2023-06-022024-11-20$437$59$59$378
TEXAS INSTRUMENTS INC COM STKP2019-11-152024-02-28$815$224$224$591
TEXAS INSTRUMENTS INC COM STKP2019-11-152024-05-20$794$321$321$473
TEXAS INSTRUMENTS INC COM STKP2019-11-152024-06-03$3,103$1,212$1,212$1,891
TEXAS INSTRUMENTS INC COM STKP2022-12-312024-08-05$4,732$1,748$1,748$2,984
THERMO ELECTRON COMMONP2024-01-012024-02-28$4,563$209$209$4,354
THERMO ELECTRON COMMONP2023-11-152024-05-20$3,566$749$749$2,817
THERMO ELECTRON COMMONP2024-07-172024-07-26$2,436$211$211$2,225
THERMO ELECTRON COMMONP2024-07-172024-11-20$2,042-$183-$183$2,225
TJX COMPANIESP2019-11-152024-02-28$3,552$1,459$1,459$2,093
TJX COMPANIESP2019-11-152024-05-20$2,552$997$997$1,555
TJX COMPANIESP2019-11-152024-11-20$1,899$942$942$957
VERALTO CORPORATIONP2024-01-012024-02-28$995$57$57$938
VERALTO CORPORATIONP2023-11-152024-05-20$892$227$227$665
VERALTO CORPORATIONP2022-05-102024-02-28$59$0$0$59
VERALTO CORPORATIONP2023-11-152024-11-20$518$148$148$370
VERISIGN INCP2023-06-282024-02-28$1,741-$263-$263$2,004
VERISIGN INCP2023-06-122024-05-20$1,549-$477-$477$2,026
VERISIGN INCP2023-05-222024-11-20$893-$251-$251$1,144
VERISK ANALYTICS INC CL AP2020-05-082024-02-28$3,143$1,076$1,076$2,067
VERISK ANALYTICS INC CL AP2022-12-312024-05-20$2,525$1,007$1,007$1,518
VERISK ANALYTICS INC CL AP2020-04-092024-11-20$1,682$782$782$900
VISA INCP2024-07-262024-09-04$1,678$144$144$1,534
VISA INCP2024-07-262024-09-18$580$69$69$511
VISA INCP2024-07-262024-10-31$2,035$246$246$1,789
VISA INCP2024-07-262024-11-08$1,235$213$213$1,022
VISA INCP2024-07-262024-11-18$1,556$278$278$1,278
VISA INCP2024-07-262024-11-20$1,232$210$210$1,022
VISA INCP2022-12-312024-02-28$4,855$1,740$1,740$3,115
VISA INCP2020-10-282024-05-20$3,348$1,183$1,183$2,165
VISA INCP2020-10-282024-11-20$1,232$510$510$722
VISA INCP2020-10-282024-12-18$1,260$538$538$722
WEST PHARMACEUTICAL SVCS INCP2024-08-192024-11-20$610$9$9$601
XYLEM INCP2023-09-192024-02-28$2,641$647$647$1,994
XYLEM INCP2023-09-192024-05-20$2,182$758$758$1,424
XYLEM INCP2022-12-312024-11-20$1,094$290$290$804
ZOETIS INCP2023-06-022024-02-28$2,586$370$370$2,216
ZOETIS INCP2024-03-272024-05-20$2,775$89$89$2,686
ZOETIS INCP2024-03-272024-11-20$1,743$64$64$1,679
ZOETIS INCP2020-04-092024-02-28$796$281$281$515
DISALLOWED WASH SALES ADJUSTMENTP2024-01-012024-12-31$1,851$1,851
FieldValueIRS element (for citing)
Capital Gain Net Income$294,309CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,501InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,501SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,501TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,626EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,626TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,125OverpaymentAmt
Applied To ES Tax$4,125AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CARLA BENKABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2036616616PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O ECI LLC 15 E PUTNAM AVE 3100AddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RALPH M WYMAN
26 THE RIDGEWAYGREENWICHCT06831PRESIDENT2.00$0$0$0
KENNETH RUSSELL
4500 NE 40TH STREETSEATTLEWA98105VICE PRESIDENT2.00$0$0$0
VIRGINIA W MEYER
518 WEST LYON FARM DRIVEGREENWICHCT06831TRUSTEE10.00$0$0$0
CARLA BENKA
26 CIRCUIT ROADCHESTNUT HILLMA02467VICE PRESIDENT2.00$0$0$0
PEGGY R ROSENBLUM
143 HOBART ROADNEWTON CENTREMA02459TRUSTEE2.00$0$0$0
LESLIE A W COOPER
26 THE RIDGEWAYGREENWICHCT06831TREASURER/SECRETARY10.00$0$0$0
ALEXANDRA NP DORF
44 HARRISON STREET APT 2BROOKLINEMA02446TRUSTEE2.00$0$0$0
CRISTINA WYMAN
207 EAST 74TH STREET APT2LNEW YORKNY10021TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,464,586AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$215,037AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$618,514FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,298,137TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,298,137AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,472CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,218,665NetVlNoncharitableAssetsAmt
Minimum Investment Return$260,933MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$260,933MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,501TaxBasedOnInvestmentIncomeAmt
Total Tax$4,501TotalTaxAmt
Distributable Before Adj$256,432DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$256,432DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$256,432DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$435,721ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$435,721QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$256,432DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$50,005ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,035ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,680ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$85,720TotalExcessDistributionCyovAmt
Qualifying Distributions$435,721QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$256,432AppliedToCurrentYearAmt
Remaining Distri From Corpus$179,289RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$265,009TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$265,009ExcessDistriCyovToNextYrAmt
Excess From Year4$50,005ExcessFromYear4Amt
Excess From Year3$34,035ExcessFromYear3Amt
Excess From Year1$1,680ExcessFromYear1Amt
Excess From Current Year$179,289ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (169 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HMS 1974 MEMORIAL SCHOLARSHIP FUND
1430 MASSACHUSETTS AVENUE 6TH FLOORCAMBRIDGEMA02138DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100,000
OUR LADY OF MOUNT CARMEL CHURCH
92 S LEXINGTON AVE STE 1WHITE PLAINSNY10606DONEECHURCHCHARITABLE DONATION$100,000
AVON THEATRE FILM CENTRE INC
8 SOUND SHORE DR SUITE 140GREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$60,000
KIDS IN CRISIS
ONE SALEM STREETCOS COBCT06807DONEENON PROFIT ORGANIZATCHARITABLE DONATION$13,000
COUNCIL FOR THE ARTS AT MIT
77 MASSACHUSETTS AVECAMBRIDGEMA02139DONEECOLLEGECHARITABLE DONATION$10,250
MSPCA-ANGELL
350 SOUTH HUNTINGTON AVENUEBOSTONMA02130DONEENON PROFIT ORGANIZATCHARITABLE DONATION$7,500
STRATTON FOUNDATION
VILLAGE SQUARE STE 2DSTRATTON MOUNTAINVT05155DONEENON PROFIT ORGANIZATCHARITABLE DONATION$7,500
NEIGHBOR TO NEIGHBOR
1550 BLUE SPRUCE DRIVEFORT COLLINSCO80524DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,750
BERGEN FAMILY CENTER
44 ARMORY STREETENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
CARCINOID CANCER FOUNDATION
333 MAMARONECK AVENUE 492WHITE PLAINSNY10605DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
SOUTHERN VISION ALLIANCE
PO BOX 3502DURHAMNC27702DONEENON PROFIT ORGANIZATCHARITABLE DONATION$5,000
ONE EQUAL HEART FOUNDATION
1620 BROADWAY AVENUE SUITE 205SEATTLEWA98122DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,350
YWCA GREENWICH
259 E PUTNAM AVEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,100
MIT ANNUAL FUND
600 MEMORIAL DRIVE W98-200CAMBRIDGEMA02139DONEENON PROFIT ORGANIZATCHARITABLE DONATION$4,000
THE ELISABETH MORROW SCHOOL
435 LYDECKER STENGLEWOODNJ07631DONEESCHOOLCHARITABLE DONATION$3,500
CENTER FOR FOOD ACTION
192 W DEMAREST AVEENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,000
MGH FUND
125 NASHUA STREET SUITE 540BOSTONMA02114DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,000
THE DOE FUND INC
345 E 102ND ST 305NEW YORKNY10028DONEENON PROFIT ORGANIZATCHARITABLE DONATION$3,000
RIVER HOUSE ADULT DAY CARE INC
125 RIVER RD EXCOS COBCT06807DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,750
DARTMOUTH HEALTH
7 ALLEN STREETHANOVERNH03755DONEEHOSPITALCHARITABLE DONATION$2,500
FIRST PRESBYTERIAN CHURCH OF GREENWICH
1 WEST PUTNAM AVENUEGREENWICHCT06830DONEECHURCHCHARITABLE DONATION$2,500
OFFICE OF CONCERN FOOD PANTRY
55 WEST DEMAREST AVEENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREET SUITE 1600SAN FRANCISCOCA94104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,500
INTERNATIONAL RESCUE COMMITTEE
263 WEST 38TH STREETNEW YORKNY10018DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,100
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030HAGERSTOWNMD21741DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,100
COMPASSION AND CHOICES
PO BOX 485ETNANH03750DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,000
PINE STREET INN
444 HARRISON AVEBOSTONMA02118DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,000
TROUT UNLIMITED
1777 N KENT ST STE 100ARLINGTONVA22209DONEENON PROFIT ORGANIZATCHARITABLE DONATION$2,000
THE AMHERST FUND
401 E STADIUM BLVDANN ARBORMI48104DONEECOLLEGECHARITABLE DONATION$1,821
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
FOUNDATION MASS EYE & EAR INC
243 CHARLES STBOSTONMA02114DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
SILVER HILL HOSPITAL
208 VALLEY ROADNEW CANAANCT06840DONEEHOSPITALCHARITABLE DONATION$1,500
THE SMILE TRAIN
PO BOX 96231WASHINGTONDC20090DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
UTAH FOOD BANK
3150 SOUTH 900 WESTSALT LAKE CITYUT84119DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,500
THE ROAD HOME
210 S RIO GRANDE STREETSLCUT84101DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,250
WNYC RADIOWQXR
160 VARICK STREETNEW YORKNY10013DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,250
CHARLES RIVER CONSERVANCY INC
43 THORNDIKE STREET S3-3CAMBRIDGEMA02141DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,200
BREAST CANCER ALLIANCE
48 MAPLE AVEGREENWICHCT06860DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
CARL SCHURZ PARK CONSERVANCY
523 E 85TH STNEW YORKNY10028DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
HERDING HAVEN
1966 E DOWNINGTON AVESLCUT84108DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
MIDDLEBURY COLLEGE
OLD CHAPEL MIDDLEBURY COLLEGEMIDDLEBURYVT05753DONEECOLLEGECHARITABLE DONATION$1,000
MOUNT HOLYOKE COLLEGE
50 COLLEGE STREETSOUTH HADLEYMA01075DONEECOLLEGECHARITABLE DONATION$1,000
NATIVE FISH SOCIETY
813 7TH STOREGON CITYOR97045DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
SOLA DEVELOPMENT DEPARTMENT
75 STATE STREET SUITE 100BOSTONMA02109DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
THE COMMUNITY CHEST OF ENGLEWOOD
122 S VAN BRUNT ST 2ND FLOORENGLEWOODNJ07631DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
THE DIAPER BANK OF CONNECTICUT
370 STATE STREET SUITE BNORTH HAVENCT06473DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
THE SPENCE SCHOOL ANNUAL FUND
22 E 91ST STREETNEW YORKNY10128DONEESCHOOLCHARITABLE DONATION$1,000
TRAVIS MANION FOUNDATION
140 E STATE STDOYLESTOWNPA18901DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
WILD SALMON CENTER
721 NW NINTH AVE SUITE 300PORTLANDOR97209DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
WILD STEELHEAD COALITION
742 42ND AVE SW 462SEATTLEWA98116DONEENON PROFIT ORGANIZATCHARITABLE DONATION$1,000
PLANNED PARENTHOOD OF SOUTH NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511DONEENON PROFIT ORGANIZATCHARITABLE DONATION$850
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$850
ADOPT-A-NATIVE ELDER PROGRAM
328 W GREGSONAVESALT LAKE CITYUT84115DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
AMERICAN INDIAN SERVICES
170 S INTERSTATE PLAZA DRLEHIUT84043DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
CJD FOUNDATION
3634 W MARKET ST UNIT 110AKRONOH44333DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
GEMS
27001 AGOURA RD SUITE 350ACALABASASCA91301DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
MCCA
38 OLD RIDGEBURY RDDANBURYCT06810DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
NAACP LEGAL DEFENSE FUND
40 RECTOR ST 5NEW YORKNY10006DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
RESURGE INTERNATIONAL
145 N WOLFE ROADSUNNYVALECA94086DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
THE ART THERAPY PROJECT
132 W 21ST STNEW YORKNY10011DONEENON PROFIT ORGANIZATCHARITABLE DONATION$750
CALL-A-RIDE GREENWICH
37 LAFAYETTE PLACEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$700
SPCA OF WESTCHESTER
590 NORTH STATE ROADBRIARCLIFF MANORNY10510DONEENON PROFIT ORGANIZATCHARITABLE DONATION$650
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
THE FOOD BANK OF LOWER FAIRFIELD COUNTY
461 GLENBROOK RDSTAMFORDCT06906DONEENON PROFIT ORGANIZATCHARITABLE DONATION$600
ABILIS
1150 SUMMER STREETSTAMFORDCT06905DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
CHANGE THE REF
5944 CORAL RIDGE DR STE 223CORAL SPRINGSFL33076DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
CROSSROADS URBAN CENTER
347 S 400 ESLCUT84111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
DICKINSON COLLEGE
28 N COLLEGE STCARLISLEPA17013DONEECOLLEGECHARITABLE DONATION$500
DUWAMISH TRIBAL SERVICES
4705 W MARGINAL WAY SWSEATTLEWA98106DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
ETHAN MILLER SONG FOUNDATION
800 VILLAGE WALKGUILFORDCT06437DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
FARESTART
700 VIRGINIA STSEATTLEWA98101DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
FOURTH STREET CLINIC (SLCUT)
409 W 400 SSLCUT84101DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
GRACE COTTAGE FOUNDATION
185 GRAFTON ROADTOWNSHENDVT05353DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
GREENWICH HOSPITAL
35 RIVER ROADCOS COBCT06807DONEEHOSPITALCHARITABLE DONATION$500
GREENWICH HOSPITAL FOUNDATION
35 RIVER ROADCOS COBCT06807DONEEHOSPITALCHARITABLE DONATION$500
HABITAT FOR HUMANITY
1542 BARNUM AVENUEBRIDGEPORTCT06610DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
HUMANE SOCIETY OF UTAH
4242 S 300 WMURRAYUT84107DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
LAKES REGION CONSERVATION TRUST
156 DANE RDCENTER HARBORNH03226DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
LOOMIS CHAFFEE SCHOOL
4 BATCHELDER ROADWINDSORCT06095DONEESCHOOLCHARITABLE DONATION$500
MARY'S PLACE
PO BOX 1711SEATTLEWA98111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
NARAL PRO-CHOICE AMERICA FOUNDATION
725 EYE ST NW SUITE 900WASHINGTONDC20006DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
NATIONAL VETERANS FOUNDATION
5777 WEST CENTURY BOULEVARD SUITELOS ANGELESCA90045DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500350
NEW HAMPSHIRE WOMEN'S FOUNDATION
18 LOW AVE SUITE 205CONCORDNH03301DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
NORTH STAR HEALTH
180 MARBLE AVEPLEASANTVILLENY10570DONEEHOSPITALCHARITABLE DONATION$500
NORTHWEST HARVEST
1725 I ST NW 900WASHINGTONDC20006DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE 400SEATTLEWA98122DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
OPPORTUNITY INTERNATIONAL
2122 YORK ROAD SUITE 150 OAKBROOKIL60523DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
PLANNED PARENTHOOD
23 HYATT STREETSTATEN ISLANDNY10301DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
PROJECT DRAWDOWN
428 MINNESOTA STREET SUITE 500ST PAULMN55101DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
PUGET SOUNDKEEPER
130 NICKERSON ST 107SEATTLEWA98109DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON ROADBRONXNY10471DONEESCHOOLCHARITABLE DONATION$500
SUNDAY BREAKFAST MISSION
302N13THSTREETPHILADELPHIAPA19107DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
TEACHERS UNIFY
11 ROUND HILL DRIVEDANBURYCT06811DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE FISTULA FOUNDATION
1922 THE ALAMEDA SUITE 302SAN JOSECA95126DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE GREENWICH ALLIANCE FOR EDUCATION
48 MAPLE AVEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE HOTCHKISS SCHOOL
11 INTERLAKEN ROADLAKEVILLECT06039DONEESCHOOLCHARITABLE DONATION$500
THE MARCUS J BORG FOUNDATION
PO BOX 935BENDOR97709DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
THE TREVOR PROJECT
POBOX69232WESTHOLLYWOODCA90069DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
WOMEN FOR WOMEN INTERNATIONAL
2000 M ST NWWASHINGTONDC20001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NWWASHINGTONDC20001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
YWCA UTAH
PO BOX 639WORTHIL60482DONEENON PROFIT ORGANIZATCHARITABLE DONATION$500
WOUNDED WARRIOR PROJECT
370 7TH AVE SUITE 1802NEW YORKNY10001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$450
ASPCA
860 MARIETTA BLVDATLANTAGA30318DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
MEALS-ON-WHEELS
1200 WASHINGTON AVENUEMINNEAPOLISMN55415DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
PARSONAGE COTTAGE
88 PARSONAGE ROADGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
REACH OUT AND READ
89 SOUTH STREET SUITE 201BOSTONMA02111DONEENON PROFIT ORGANIZATCHARITABLE DONATION$350
KEXP (SEATTLE PUBLIC RADIO)
472 1ST AVE NSEATTLEWA98109DONEESCHOOLCHARITABLE DONATION$300
KUOW (NATIONAL PUBLIC RADIO)
4518 UNIVERSITY WAY NE 310SEATTLEWA98105DONEENON PROFIT ORGANIZATCHARITABLE DONATION$300
MARK TWAIN LIBRARY
PO BOX 1009REDDINGCT06875DONEELIBRARYCHARITABLE DONATION$300
SEATTLE PUBLIC LIBRARY FOUNDATION
1000 FOURTH AVESEATTLEWA98104DONEELIBRARYCHARITABLE DONATION$300
SERVICE WOMEN'S ACTION NETWORK
1015 15TH ST NWWASHINGTONDC20005DONEENON PROFIT ORGANIZATCHARITABLE DONATION$300
SILENT IMAGES
PO BOX 667MATTHEWSNC28106DONEENON PROFIT ORGANIZATCHARITABLE DONATION$300
WASHINGTON TRAILS ASSOCIATION
705 2ND AVE 300SEATTLEWA98104DONEENON PROFIT ORGANIZATCHARITABLE DONATION$300
WGBH (BOSTON PUBLIC TELEVISION-PBS)
1 GUEST STBOSTONMA02135DONEENON PROFIT ORGANIZATCHARITABLE DONATION$300
AT HOME IN GREENWICH
139 E PUTNAM AVE SUITE 220GREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
CARVER FOUNDATION (NORWALK)
7 ACADEMY STNORWALKCT06850DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
CASTING FOR RECOVERY
109 EAST OAK ST SUITE 1GBOZEMANMT59715DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
CHRISTIAN CENTER OF PARK CITY UT
1283 DEER VALLEY DRPARK CITYUT84060DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NWWASHINGTONDC20009DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
GOT LUNCH LACONIA
18 VETERANS SQUARELACONIANH03246DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
GREENWICH LAND TRUST
370 ROUND HILL RDGREENWICHCT06831DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
LIBERATION PROGRAMS
129 GLOVER AVENUENORWALKCT06850DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
LIGHTHOUSE INTERNATIONAL
15 WEST 65TH STREETNEW YORKNY10023DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
OPEN DOOR SHELTER (NORWALK)
4MERRITTSTNORWALKCT06854DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
PORT CHESTER CARVER CENTER INC
400 WESTCHESTER AVENUEPORT CHESTERNY10573DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
PRINCETON THEOLOGICAL SEMINARY
64 MERCER STREETPRINCETONNJ08542DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
SPECIAL EDUCATION LEGAL FUND INC
PO BOX 7855GREENWICHCT06836DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
THIRTEENWNET NEW YORK
450 WEST 33RD STNEW YORKNY10001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
WESTAR INSTITUTE
PO BOX 346FARMINGTONMN55024DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
WESTPORT COUNTRY PLAYHOUSE
25 POWERS CTWESTPORTCT06880DONEENON PROFIT ORGANIZATCHARITABLE DONATION$250
CORNELL LAB OF ORNITHOLOGY
59 SAPSUCKER WOODS ROADITHACANY14850DONEENON PROFIT ORGANIZATCHARITABLE DONATION$200
CENTER OF THEOLOGICAL INQUIRY
50 STOCKTON STREETPRINCETONNJ08540DONEENON PROFIT ORGANIZATCHARITABLE DONATION$200
PACIFIC HOUSE
597 PACIFIC ST 5814STAMFORDCT06902DONEENON PROFIT ORGANIZATCHARITABLE DONATION$200
CLASSIC KING FM 981
363 MERCER STREET SUITE 200SEATTLEWA98109DONEENON PROFIT ORGANIZATCHARITABLE DONATION$150
AARP FOUNDATION
601 E STREETWASHINGTONDC20049DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ADOPT A DOG
23 COX AVEARMONKNY10504DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ALBERT SCHWEITZER FELLOWSHIP
330 BROOKLINE AVENUEBOSTONMA02215DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ALS ASSOCIATION
1275 K STREET NWWASHINGTONDC20005DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
CONNECTICUT PUBLIC RADIO & TELEVESION
1049 ASYLUM AVENUEHARTFORDCT06105DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
CONNECTICUT SPECIAL OLYMPICS
2666 STATE ST 1HAMDENCT06517DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
FAMILY CENTERS INC
PO BOX 7550 GREENWICHGREENWICHCT06836DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
FAMILY RE-ENTRY
9 MOTT AVE 110NORWALKCT06850DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
FRIENDS OF GREENWICH POINT
PO BOX 711OLD GREENWICHCT06870DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
FRIENDS OF NATHANIEL WITHERELL
70 PARSONAGE RDGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
GREENWICH ARTS COUNCIL
299 GREENWICH AVENUEGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
GREENWICH CHAPLAINCY
70 PARSONAGE ROADGREENWICHCT06830DONEECHURCHCHARITABLE DONATION$100
GREENWICH LIBRARY
101 WEST PUTNAMGREENWICHCT06830DONEELIBRARYCHARITABLE DONATION$100
GREENWICH PROFESSIONAL FIREFIGHTERS
15 HAVEMEYER PLACE THIRD FLOORGREENWICHCT06830DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
GUIDE DOGS FOR THE BLIND
PO BOX 3950SAN RAFAELCA94912DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
GUIDING EYES FOR THE BLIND
PO BOX 97007WASHINGTONDC20090DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
375 KINGS HIGHWAY NORTHCHERRY HILLNJ08034DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NATIONAL GLAUCOMA RESEARCH
22512 GATEWAY CENTER DRCLARKSBURGMD20871DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700WASHINGTONDC20001DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
NORWALK COMMUNITY COLLEGE FOUNDATION
5777 WEST CENTURY BOULEVARD SUITELOS ANGELESCA90045DONEECOLLEGECHARITABLE DONATION$100350
NORTHFIELD MOUNT HERMON
1 LAMPLIGHTER WAYMOUNT HERMONMA01354DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHCA90266DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
PARKINSON'S FOUNDATION
PO BOX 6003ALBERT LEAMN56007DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
PERU CONGREGATIONAL CHURCH
1109 PULASKI STREETPERUIL61354DONEECHURCHCHARITABLE DONATION$100
PROJECT HEALING WATERS FLY FISHING INC
PO BOX 695LAPLATAMD20646DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
ROCKINGHAM ARTS & MUSEUM PROJECT
7 CANAL STREETBELLOWSVT05101DONEEMUSEUMCHARITABLE DONATION$100
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
SMITH COLLEGE
10 ELM STREETNORTHAMPTONMA01063DONEECOLLEGECHARITABLE DONATION$100
STUDIO IN A SCHOOL
75 WEST END AVE SUITE 3NEW YORKNY10023DONEESCHOOLCHARITABLE DONATION$100
THE LEUKEMIA AND LYMPHOMA SOCIETY
1201 15TH STREET NW SUITE 410WASHINGTONDC20005DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
INNOCENCE PROJECT
40 WORTH STREET SUITE 701NEW YORKNY10013DONEENON PROFIT ORGANIZATCHARITABLE DONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$435,721TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$98,125ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$294,309ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$392,434ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$392,434TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ERIC COOPER
1C/O ECI LLC 15 E PUTNAM AVE 3100GREENWICHCT06830$18,000Yes (X)
MARK COOPER
2C/O ECI LLC 15 E PUTNAM AVE 3100GREENWICHCT06830$10,000Yes (X)
JOHN COOPER
3C/O ECI LLC 15 E PUTNAM AVE 3100GREENWICHCT06830$14,910Yes (X)Yes (X)
RALPH WYMAN
4C/O ECI LLC 15 E PUTNAM AVE 3100GREENWICHCT06830$5,000Yes (X)
CLARE COOPER
5C/O ECI LLC 15 E PUTNAM AVE 3100GREENWICHCT06830$20,000Yes (X)
LESLIE COOPER
6C/O ECI LLC 15 E PUTNAM AVE 3100GREENWICHCT06830$15,090Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
3STOCK$9,2482024-10-22
6STOCK$15,0902024-10-22

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS-US EQUITIESAT COST$1,332,063$3,193,257
MUTUAL FUNDS-GLOBAL EQUITIESAT COST$303,220$417,147
MUTUAL FUNDS-BONDSAT COST$962,586$917,710
SPDR GOLD TRUST SHSAT COST$75,598$216,464

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMA MULTISTRATEGY OFFSHORE FD-$2,807-$2,807$3,614
BLACKSTONE ALTERNATIVE MULTI-STRATEGY$105,214$111,341$112,609
BLACKROCK EVENT DRIVEN EQ-IS$272,316$278,139$285,827

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNBV INVESTMENT AND ACCRUED INCOME ADJUSTMENTDesc
Amt$30,507Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEECategoryTxt
Amt$68,426Amt
Net Investment Income$68,426NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$697Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.