PANWY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201701299349101190
- Schema version
- 2016v3.0
- 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 | 2017-05-09T13:18:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060915666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENSPRING FAMILY OFFICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GREENWICH OFFICE PARK | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENSPRING FAMILY OFFICES | PreparerPersonNm |
| PTIN | P01315405 | PTIN |
| Phone | 2036616616 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.119.178.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 13:57:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 57486B6F5459A003D830FA6785A58837CFB865AA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 57486B6F5459A003D830FA6785A58837CFB865AA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,787,810 | 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 | $13,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $68,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$86,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $502,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $176 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$4,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,825 | 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 | $61,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,637 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $872 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,780 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,912 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $868 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $253,689 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$258,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $332,025 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $332,025 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,962,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,539,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,076,916 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$52,174 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,379 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $378,869 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,132,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,879,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,787,810 | 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 | $3,132,944 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,879,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,132,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,879,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,132,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,879,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,132,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$258,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,171 | OtherIncreasesAmt |
| Subtotal | $2,883,090 | SubtotalAmt |
| Other Decreases | $3,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,879,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| VIA ACL ALTERNATIVE FUND LIMITED | P | $1,662 | -$1,662 | -$1,662 | |||
| VIA ACL ALTERNATIVE FUND LIMITED | P | $2,493 | -$2,493 | -$2,493 | |||
| AMA MULTI-STRATEGY OFFSHORE | P | $3,850 | $3,850 | $3,850 | |||
| HARRIS ASSOC INVT TR OAKMARK INTL | P | $9,581 | -$772 | -$772 | $8,809 | 2015-12-18 | 2016-01-14 |
| LYRICAL US VALUE EQUITY INSTITUTIONAL | P | $100,000 | -$25,074 | -$25,074 | $74,926 | 2015-06-11 | 2016-02-10 |
| LYRICAL US VALUE EQUITY INSTITUTIONAL | P | $2,199 | -$389 | -$389 | $1,810 | 2015-12-02 | 2016-02-10 |
| LYRICAL US VALUE EQUITY INSTITUTIONAL | P | $231 | -$32 | -$32 | $199 | 2016-01-04 | 2016-02-10 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $603 | -$24 | -$24 | $579 | 2015-11-18 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $606 | -$12 | -$12 | $594 | 2015-12-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $426 | -$6 | -$6 | $420 | 2016-07-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $428 | -$5 | -$5 | $423 | 2016-10-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $426 | -$2 | -$2 | $424 | 2016-08-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $610 | -$3 | -$3 | $607 | 2016-04-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $424 | $1 | $1 | $425 | 2016-05-18 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $610 | $2 | $2 | $612 | 2016-03-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $425 | $8 | $8 | $433 | 2016-09-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $606 | $16 | $16 | $622 | 2016-01-20 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $423 | $11 | $11 | $434 | 2016-06-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $524 | $105 | $105 | $629 | 2016-02-18 | 2016-11-02 |
| HARRIS ASSOC INVT TR OAKMARK INTL | P | $150,000 | -$37,558 | -$37,558 | $112,442 | 2013-10-10 | 2016-01-14 |
| HARRIS ASSOC INVT TR OAKMARK INTL | P | $60,000 | -$14,675 | -$14,675 | $45,325 | 2013-10-07 | 2016-01-14 |
| HARRIS ASSOC INVT TR OAKMARK INTL | P | $5,897 | -$1,392 | -$1,392 | $4,505 | 2013-12-20 | 2016-01-14 |
| HARRIS ASSOC INVT TR OAKMARK INTL | P | $13,072 | -$2,250 | -$2,250 | $10,822 | 2014-12-19 | 2016-01-14 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $356 | -$61 | -$61 | $295 | 2013-05-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $354 | -$58 | -$58 | $296 | 2013-04-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $350 | -$56 | -$56 | $294 | 2013-02-20 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $353 | -$56 | -$56 | $297 | 2013-03-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $350 | -$55 | -$55 | $295 | 2013-01-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $338 | -$53 | -$53 | $285 | 2012-10-18 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $338 | -$52 | -$52 | $286 | 2012-11-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $335 | -$51 | -$51 | $284 | 2012-09-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $50,000 | -$7,481 | -$7,481 | $42,519 | 2014-07-16 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $442 | -$66 | -$66 | $376 | 2014-07-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $439 | -$65 | -$65 | $374 | 2014-06-18 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $561 | -$83 | -$83 | $478 | 2014-08-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $569 | -$84 | -$84 | $485 | 2014-09-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $3,398 | -$487 | -$487 | $2,911 | 2012-12-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $413 | -$58 | -$58 | $355 | 2012-08-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $438 | -$62 | -$62 | $376 | 2014-05-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $567 | -$80 | -$80 | $487 | 2014-11-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $60,000 | -$8,317 | -$8,317 | $51,683 | 2013-10-11 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $556 | -$76 | -$76 | $480 | 2013-10-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $565 | -$75 | -$75 | $490 | 2014-10-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $355 | -$47 | -$47 | $308 | 2013-06-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $564 | -$75 | -$75 | $489 | 2014-01-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $557 | -$73 | -$73 | $484 | 2013-11-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $435 | -$57 | -$57 | $378 | 2014-04-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $356 | -$46 | -$46 | $310 | 2013-07-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $1,222 | -$159 | -$159 | $1,063 | 2013-12-18 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $100,000 | -$12,664 | -$12,664 | $87,336 | 2012-05-08 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $359 | -$46 | -$46 | $313 | 2013-09-18 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $410 | -$49 | -$49 | $361 | 2012-07-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $562 | -$67 | -$67 | $495 | 2014-02-20 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $358 | -$42 | -$42 | $316 | 2013-08-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $566 | -$66 | -$66 | $500 | 2014-03-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $408 | -$42 | -$42 | $366 | 2012-05-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $407 | -$40 | -$40 | $367 | 2012-06-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $595 | -$54 | -$54 | $541 | 2015-04-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $588 | -$51 | -$51 | $537 | 2015-02-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $597 | -$53 | -$53 | $544 | 2015-05-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $592 | -$50 | -$50 | $542 | 2015-01-20 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $594 | -$48 | -$48 | $546 | 2015-03-18 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $4,203 | $4,175 | $4,175 | $8,378 | 2014-12-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $600 | -$46 | -$46 | $554 | 2015-07-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $596 | -$44 | -$44 | $552 | 2015-06-17 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $601 | -$22 | -$22 | $579 | 2015-08-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $603 | -$19 | -$19 | $584 | 2015-10-19 | 2016-11-02 |
| TEMPLETON INCOME TR GLB BD ADVSOR | P | $598 | -$11 | -$11 | $587 | 2015-09-17 | 2016-11-02 |
| SPDR GOLD TR GOLD EFT | P | $413 | $174 | $174 | $587 | 2016-12-05 | |
| CAPITAL GAINS DIVIDENDS | P | $23,093 | $23,093 | $23,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$86,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $294,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,860,524 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $293,895 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,198,855 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069994 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $220,215 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,045,936 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054429 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $338,653 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,066,547 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083278 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $295,761 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,088,694 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072336 | DistributionYr5Rt |
| Total Distribution | 0.356390 | TotalDistributionRt |
| Average Distribution | 0.071278 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,726,351 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $265,607 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $265,640 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $187,268 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,405 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,405 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,339 | OverpaymentAmt |
| Applied To ES Tax | $1,339 | 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 | 0 | 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 | $2,971,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $516,649 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,783,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,783,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,726,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66 | TotalTaxAmt |
| Distributable Before Adj | $186,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,268 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,268 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,268 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $93,333 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $138,384 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,316 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,740 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $103,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $443,813 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,016 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $444,829 | 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 | $93,333 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $351,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $138,384 | ExcessFromYear4Amt |
| Excess From Year3 | $22,316 | ExcessFromYear3Amt |
| Excess From Year2 | $86,740 | ExcessFromYear2Amt |
| Excess From Year1 | $103,040 | ExcessFromYear1Amt |
| Excess From Current Year | $1,016 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 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 |
| ACLU OF CONNECTION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| ALBERT SCHWEITZER FELLOWSHIP | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AMHERST COLLEGE | |||||||
| 220 SOUTH PLEASANT STREET | AMHERST | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AMERICAN HEART ASSOC-NYC AFFILIATE | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $800 |
| AMERICAN MUSEUM OF NATURAL HIST | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $8,450 |
| 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 |
| BETH ISRAEL DEACONESS MEDICDAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | HOSPITAL | CHARITABLE DONATION | $1,000 |
| BOSTON SYMPHONY ANNUAL FUND | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| BROOKLINE EMERGENCY FOOD PANTRY | |||||||
| 15 ST PAULS STREET | BROOKLINE | MA | 02446 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CAIR | |||||||
| 453 NEW JERSEY AVENUE | WASHINGTON | DC | 20003 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 999 N 92ND STREET SUITE 220 | MILWAUKEE | WI | 53226 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| CANCER CARE | |||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| CENTER OF THEOLOGICAL INQUIRY | |||||||
| 50 STOCKTON STREET | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET FL 5 | NEW YORK | NY | 10016 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CITY MEALS-ON- WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| 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 | $250 |
| DICKINSON COLLEGE | |||||||
| POST OFFICE BOX 1773 | CARLISLE | PA | 17013 | DONEE | UNIVERSITY | CHARITABLE DONATION | $100 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| FAIRFIELD COUNTY COMMUNITY FOUNDATION | |||||||
| 383 MAIN AVENUE | NORWALK | CT | 06851 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| FAMILY RE-ENTRY | |||||||
| 9 MOTT AVE 110 | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| FINCA INTERNATIONAL | |||||||
| 1101 14TH STREET | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| FIRST CHURCH IN CHESTNUT HILL | |||||||
| CHESTNUT HILL | NEWTONVILLE | MA | 02467 | DONEE | CHURCH | CHARITABLE DONATION | $3,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | CHURCH | CHARITABLE DONATION | $10,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| FRIENDS OF GREENWICH POINT | |||||||
| PO BOX 711 | OLD GREENWICH | CT | 06870 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| FRIENDS OF RONALD MCDONALD HOUSE | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| GOOD SHEPHERD COMMUNITY CARE | |||||||
| 1115 4TH AVENUE NORTH | SAUK RAPIDS | MN | 56379 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GOODWILL INDUSTRIES NEW YORK | |||||||
| 216 E 41ST STREET | NEW YORK | NY | 10036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,250 |
| GREENWICH ADULT DAY CARE INC | |||||||
| 125 RIVER ROAD | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GREENPEACE | |||||||
| 702 H STREET NW STE 300 | WASHINGTON | DC | 20001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| GREENWICH ARTS COUNCIL | |||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH CHAPLAINCY SERVICES | |||||||
| 70 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GREENWICH EMERGENCY MEDICAL SERVICE | |||||||
| 1111 E PUTNAM AVENUE | GREENWICH | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| GREENWICH HOSPITAL FOUNDATION | |||||||
| 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 |
| HANDELAND AND HAYDN SOCIETY | |||||||
| 9 HARDCOURT STREET | BOSTON | MA | 02116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| HARVARD UNIVERSITY-THE MEMORIAL CHURCH | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | DONEE | UNIVERSITY | CHARITABLE DONATION | $500 |
| HABITAT FOR HUMANITY OF COASTAL FAIFIELD COUNTRY | |||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,900 |
| HEBREW HOME AT RIVERDALE | |||||||
| 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| HUMANE SOCIETY OF HURON VALLEY | |||||||
| 3100 CHERRY HILL ROAD | ANN ARBOR | MI | 48105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| HOTCHKISS LIBRARY ANNUAL FUND | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $250 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| JOFFREY BALLET SCHOOL | |||||||
| 10 E RANDOLPH STREET | CHICAGO | IL | 60601 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| 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 | $10,700 |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| LIBERATION PROGRAMS INCORPORATED | |||||||
| 129 GLOVER AVENUE | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| LUTHERAN CHURCH MISSOURI SYNOD | |||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,250 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $3,000 |
| 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 | $1,000 |
| METEROPOLITAN OPERA ASSOCIATION | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| METROPOLITAN OPERA AUDITIONS NEW ENGLAND | |||||||
| 17 PARTRIDGE ROAD | LEXINGTON | MA | 02420 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| METROPOLITAN OPERA NEW ENGLAND REGIONAL AUDITIONS | |||||||
| 17 PARTRIDGE ROAD | LEXINGTON | MA | 02420 | 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 | $500 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES | |||||||
| 1010 HARRISON AVENUE | BOSTON | MA | 02119 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL FOUNDATION CANCER RESEARCH | |||||||
| 4600 E WEST HIGHESY SUITE 525 | BETHESDA | MD | 20814 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NATIONAL JEWISH HEALTH | |||||||
| 7900 GLADES RD 410 | BOCA RATON | FL | 33434 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $650 |
| NATIONAL RESOURCES DENSE COUNCIL | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | 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 | $200 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| NATURE CONSERVANCY | |||||||
| AVAILABLE UPON REQUEST | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | DONEE | HOSPITAL | CHARITABLE DONATION | $5,000 |
| NEW YORK PUBLIC LIBRARY | |||||||
| 203 W 115TH STREET | NEW YORK | NY | 10026 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $400 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 |
| NEW YORK RESTORATION PROJECT | |||||||
| 1 MARGARET CORBIN DRIVE | NEW YORK | NY | 10040 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $350 |
| NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON CENTER | MA | 02459 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $500 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 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 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PATHWAYS INC | |||||||
| PO BOX 790 | ASHLAND | KY | 41105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| 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 | $250 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $800 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| POLICE ATHLETIC LEAGUE | |||||||
| 1662 N US HIGHWAY 1 | JUPITER | FL | 33458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| 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 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| PROLITERACY WORLDWIDE | |||||||
| 104 MARCELLUS STREET | SYRACUSE | NY | 13204 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | DONEE | COLLEGE | CHARITABLE DONATION | $250 |
| READING PARTNERS | |||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | DONEE | SCHOOL | CHARITABLE DONATION | $2,000 |
| RIVERDALE NEIGHBORHOOD HOUSE | |||||||
| 5521 MOSHOLU AVENUE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| RIVERDALE SENIOR SERVICES INC | |||||||
| 2600 NETHERLAND AVENUE | BRONX | NY | 10463 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| ROSIE'S PLACE | |||||||
| 1102 SOUTHWEST INVAHOE STREET | PORT ST LUCIE | FL | 34983 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| RUSSIAN ARTS FOUNDATION | |||||||
| PO BOX 567 | MONTPELIER | VT | 05602 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| SANCTUARY FOR FAMILIES | |||||||
| PO BOX 7424 | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| SHERRELL HOUSE INCORPORATED | |||||||
| PO BOX 8 4 MAIN STREET | ROUND HILL | VA | 20142 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,000 |
| SALISBURY VISITING NURSE ASSOCIATION | |||||||
| 30A SALMON KILL ROAD | SALISBURY | CT | 06068 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| SAVE-THE REDWOODS LEAGUE | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| SELF-HELP COMMUNITY SERVICES | |||||||
| 520 EIGTH AVENUE | NEW YORK | NY | 10018 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,550 |
| 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 |
| SYRIAN AMERICAN MEDICAL SOCIETY | |||||||
| 125 WALNUT STREET | WATERTOWN | MA | 02472 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| STRATION FOUNDATION | |||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| THE CARCINOID CANCER FOUNDATION | |||||||
| 333 MAMARONECK AVENUE 492 | WHITE PLAINS | NY | 10605 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,000 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $650 |
| THE HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | SCHOOL | CHARITABLE DONATION | $1,000 |
| THE LIGHTHOUSE | |||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $750 |
| THE PREPARATORY FOUNDATION | |||||||
| 1286 HYDE PARK AVE | HYDE PARK | MA | 02136 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $7,500 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $900 |
| THIRTEENWNET NEW YORK | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| TRANSPORTATION ASSOCIATION OF GREENWICH | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 03878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| TRINITY CHURCH | |||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | DONEE | CHURCH | CHARITABLE DONATION | $1,000 |
| UNITED PARISH OF AUBURNDALE | |||||||
| 64 HANCOCK STREET | NEWTON | MA | 02466 | DONEE | CHURCH | CHARITABLE DONATION | $12,000 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $20,000 |
| UNITED WAY OF MASS BAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 1410 NE CAMPUS PARKWAY | SEATTLE | WA | 98195 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| USO WORLD HEADQUARTERS | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| NEW YORK | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| WAVE HILL | |||||||
| 675 WEST 252ND STREE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| WELLESLEY COLLEGE DEVELOPMENT | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| WGBH RADIO & TV | |||||||
| ONE GUEST | BOSTON | MA | 02135 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| WE CARE FUND | |||||||
| 7830 ORLANDO AVENUE | LUBBOCK | TX | 79423 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| WOMEN'S LUNCH PLACE | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| WOMENS OPPORTUNITY FUND | |||||||
| 2122 YORK ROAD | OAK BROOK | IL | 60523 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,400 | 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 | $68,649 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$86,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$17,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$17,336 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CLARE COOPER | ||||||
| 1 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $3,000 | Yes (X) |
| RICHARD BENKA | ||||||
| 2 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $5,000 | Yes (X) |
| CARLA BENKA | ||||||
| 3 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $5,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-US EQUITIES | AT COST | $1,271,134 | $1,738,562 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | $386,246 | $439,284 |
| MUTUAL FUNDS-BONDS | AT COST | $775,820 | $761,290 |
| SPDR GOLD TRUST SHS | AT COST | $106,636 | $137,780 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | -$293,015 | -$301,562 | $36,642 |
| BLACKSTONE ALT INV FDS | $103,158 | $103,635 | $105,526 |
| ABBEY CAPITAL ACL ALTERNATIVE FUND | $137,683 | $137,683 | $150,417 |
| FPA FDS TR FPA CRESCENT I | $67,623 | $86,284 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTIAL REDEMPTION OF INVESTMENT IN AMA MULTISTRATEGY OFFSHORE FD | Desc |
| Amt | $3,850 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE ANNUAL FEES | $868 | $0 | $868 |
| VIA ACL ALTERNATIVE FUND LIMITED | $3,325 | $3,325 | $0 |
| INVESTMENT EXPENSE | $587 | $587 | $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 | $176 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $176 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT IN ACL ALTERNATIVE FUND | $6,918 |
| ACCRUED INCOME | $1,253 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $61,637 | Amt |
| Net Investment Income | $61,637 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $872 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments