THE BRETT BARAKETT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE BRETT BARAKETT FOUNDATION (EIN 20-0832184)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-08
- IRS object ID
- 201710679349100101
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-08T07:39:35-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 200832184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRETT BARAKETT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TREMBLANT PARTNERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARA | BusinessNameControlTxt |
| Phone | 2127357440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT BARAKETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127357440 | PhoneNum |
| Signature | 2017-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD D DESROCHES | PreparerPersonNm |
| PTIN | P01270263 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.205.45.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-02-22 | IPDt |
| IP Tm | 11:15:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FB0DC6CCBB62E013CE01F3A769F965C875BF8A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 258AA35D39BB9B1122177D63EF6953C4493B2B96 | 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 | $10,586,236 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $420,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,281 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $164,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,694 | 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 |
| Taxes Rev And Expnss | $750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $452,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $452,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $453,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$289,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,411 | CashBOYAmt |
| Cash EOY | $97,748 | CashEOYAmt |
| Cash EOYFMV | $97,748 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,470,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,115,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,809,954 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,849,783 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,849,783 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,678,534 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,352,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,063,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,586,236 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $82,932 | CapitalStockBOYAmt |
| Capital Stock EOY | $82,932 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,269,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,980,391 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,352,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,063,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,352,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,063,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,352,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$289,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,063,323 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,063,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 4,300 SHS UNION PACIFIC CORP | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $420,712 | GrossSalesPriceAmt |
| Cost Or Other Basis | $354,431 | CostOrOtherBasisAmt |
| Gain Or Loss | $66,281 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $66,281 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,281 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $548,518 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,092,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049451 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $443,267 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,845,453 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $574,374 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,682,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059319 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $362,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,039,025 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045105 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $361,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,051,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044838 | DistributionYr5Rt |
| Total Distribution | 0.239584 | TotalDistributionRt |
| Average Distribution | 0.047917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,724,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $513,876 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,627 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $515,503 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $452,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,254 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,254 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,865 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,865 | TotalPaymentsAndCreditsAmt |
| Tax Due | $389 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALICIA PATRIMONIO | IndividualWithBooksNm |
| Phone | 2127357440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TREMBLANT PTNRS 767 FIFTH AVE | AddressLine1Txt |
| Address Line2 | 12A | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BRETT BARAKETT CO TREMBLANT PTNRS | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALICIA PATRIMONIO CO TREMBLANT PTNR | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | TREASURER | 0.00 | $0 | $0 | $0 |
| JAMES ECKERT CO TREMBLANT PTNRS | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,118,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,700,251 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,887,615 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,887,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,724,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,254 | TotalTaxAmt |
| Distributable Before Adj | $532,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $532,961 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $532,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $452,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $452,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $532,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $89,915 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $89,915 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $452,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $452,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $80,311 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $80,311 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,604 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,604 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRETT BARAKETT CO TREMBLANT PTNRS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A BETTER BALANCE | ||||||||||||
| 80 MAIDEN LANE SUITE 606 | NEW YORK | NY | 10038 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| ABILIS | ||||||||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| BOYS AND GIRLS CLUB OF GREENWICH | ||||||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| BREAST CANCER ALLIANCE | ||||||||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| BRUNSWICK SCHOOL | ||||||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $60,000 | |||||
| BRYAM VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| 75 HOLLY HILL LANE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| CANADIAN HOCKEY FOUNDATION US | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $5,000 | N204-801 KING EDWARD AVENUE | OTTAWA | ONTARIO | CA | K1N 6N5 | ||||
| CHILDREN OF THE FALLEN PATRIOTS | ||||||||||||
| PO BOX 181 | OLD GREENWICH | CT | 06870 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| COVENANT HOUSE | ||||||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| CT FUND FOR THE ENVIRONMENT | ||||||||||||
| 142 TEMPLE STREET SUITE 305 | NEW HAVEN | CT | 06510 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| EXHALE TO INHALE INC | ||||||||||||
| PO BOX 186 | NEW YORK | NY | 10024 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| FEARLESS ANGEL PROJECT | ||||||||||||
| 116 MASON STREET | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,150 | |||||
| FORDHAM THE CENTER FOR NONPROFIT | ||||||||||||
| 113 WEST 60TH STREET | NEW YORK | NY | 10023 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |||||
| GREENWICH ACADEMY | ||||||||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $130,000 | |||||
| GREENWICH HOSPITAL FOUNDATION | ||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| GREENWICH LIBRARY | ||||||||||||
| TRUSTEES OFFICE 101 PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| GREENWICH POINT CONSERVATORY | ||||||||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| GREENWICH POLICE DEPARTMENT | ||||||||||||
| 11 BRUCE PLACE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| HARVARD BUSINESS SCHOOL | ||||||||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| HEARING HEALTH FOUNDATION | ||||||||||||
| 363 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10001 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| HORIZONS AT BRUNSWICK | ||||||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| IGNITED VOICES | ||||||||||||
| 75 WEST 238TH STREET APT 2K | BRONX | NY | 10463 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $500 | |||||
| IVEY BUSINESS SCHOOL UWO | ||||||||||||
| N/A | 501(C)(3) PUBLIC CHA | GENREAL SUPPORT | $25,000 | 1255 WESTERN ROAD | LONDON | ONTARIO | CA | N6G 0N1 | ||||
| JOYFUL HEART FOUNDATION | ||||||||||||
| 32 W 22ND ST 4 | NEW YORK | NY | 10010 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| KHAN ACADEMY | ||||||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| LOWER CANADA COLLEGE | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $1,000 | 4090 AVENUE ROYAL | MONTREAL | QUEBEC | CA | H4A 2M5 | ||||
| LOYOLA HIGH SCHOOL | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $2,500 | 7272 SHERBROOKE ST WEST | MONTREAL | QUEBEC | CA | H4B 1R2 | ||||
| MEMORIAL SLOAN KETTERING | ||||||||||||
| 641 LEXINGTON AVE | NEW YORK | NY | 10022 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 70 WASHINGTON SQ SOUTH | NEW YORK | NY | 10012 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| NUTRITIONFACTSORG | ||||||||||||
| PO BOX 11400 | TAKOMA PARK | MD | 20913 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| NYU SCHOOL OF MEDICINE | ||||||||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |||||
| OFF THE MAT INTO THE WORLD | ||||||||||||
| 3435 OCEAN PARK BLVD SUITE 107-C | SANTA MONICA | CA | 90405 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| ONE GIRL INC | ||||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $45,000 | |||||
| THE RIDE TO CONQUER CANCER | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $1,000 | 460 RICHMOND STREET WEST SUITE 500 | TORONTO | ONTARIO | CA | M5V 1Y1 | ||||
| SALK INSTITUTE | ||||||||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| SITEMAN CANCER CENTER | ||||||||||||
| 4921 PARKVIEW PL | ST LOUIS | MO | 63110 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| SOUNDKEEPER | ||||||||||||
| PO BOX 4058 | NORWALK | CT | 06855 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| TEACH FOR AMERICA | ||||||||||||
| 519 EIGHT AVENUE FLOOR 15 | NEW YORK | NY | 10018 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| TEACH FOR AMERICA (CT) | ||||||||||||
| 142 TEMPLE ST SUITE 303 | NEW HAVEN | CT | 06510 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| THE CALGARY FOUNDATION | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $10,000 | 700-999 8 ST SW | CALGARY | ALBERTA | CA | T2R 1J5 | ||||
| THE GREENWICH TEEN CENTER | ||||||||||||
| 100 ARCH ST | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |||||
| THE UNIVERSITY OF WESTERN ONTARIO IVEY BUSINESS SCHOOL | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $2,000 | 1151 RICHMOND STREET | NORTH LONDON | ONTARIO | CA | N6A 3K7 | ||||
| TRAVIS ROY FOUNDATION | ||||||||||||
| 60 STATE STREET 8TH FLOOR | BOSTON | MA | 02109 | N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $1,000 | |||||
| USA HOCKEY FOUNDATION | ||||||||||||
| 1775 BOB JOHNSON DRIVE | COLORADO SPRINGS | CO | 80906 | N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $5,000 | |||||
| WATERSIDE SCHOOL | ||||||||||||
| 535 FAIRFIELD AVENUE | STAMFORD | CT | 06902 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $452,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,408 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,281 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $162,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,694 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 4 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 7 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 8 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,115,792 | EOYBookValueAmt |
| EOYFMV | $2,809,954 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TREMBLANT PARTNERS LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,849,783 | BookValueAmt |
| EOYFMV | $7,678,534 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFESSIONAL FEES | Desc |
| Revenue And Expenses Per Books | $388 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE INCOME TAX | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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