JAMES AND AMY BENNETT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND AMY BENNETT FOUNDATION (EIN 46-4196513)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-21
- IRS object ID
- 201720809349100402
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-21T08:47:52-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 464196513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND AMY BENNETT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2033533101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Stamford Plaza No 1501 | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BENNETT | PersonNm |
| Person Title | chairman | PersonTitleTxt |
| Phone | 2033533101 | PhoneNum |
| Signature | 2017-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David G Logan | PreparerPersonNm |
| PTIN | P01398495 | PTIN |
| Phone | 2122970400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-20 | IPDt |
| IP Tm | 08:03:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67CFAA63E2A691D60518C91E1992F03FF1BDEC35 | 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 | $9,340,000 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,597 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,471,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,690 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $336,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $336,108 | 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 |
| Legal Fees Rev And Expnss | $266 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $266 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,445 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,383 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $456,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $456,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $480,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $314,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,165,351 | CashBOYAmt |
| Cash EOY | $415,236 | CashEOYAmt |
| Cash EOYFMV | $415,236 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,822 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,815 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,815 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,631 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,058 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,631 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,631 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $7,874,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,495,869 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,906,318 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,073,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,929,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,340,000 | 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 | $9,073,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,929,551 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,073,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,929,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,073,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,929,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,073,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,181 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,929,551 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,929,551 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 Ishars Core Emerginng Markets | P | 2015-12-23 | 2016-06-22 | $413,247 | $401,628 | $11,619 | $11,619 |
| 5000 Ishares TRust EFA | P | 2014-01-02 | 2016-11-09 | $285,669 | $329,425 | -$43,756 | -$43,756 |
| 2000 Ishares Trust EFA | P | 2014-01-06 | 2016-11-09 | $114,268 | $132,010 | -$17,742 | -$17,742 |
| 6000 Ishares Trust EFA | P | 2014-01-09 | 2016-11-09 | $342,803 | $395,730 | -$52,927 | -$52,927 |
| 10000 Ishares Trust EFA | P | 2015-12-23 | 2016-11-09 | $571,339 | $593,100 | -$21,761 | -$21,761 |
| 3000 Ishares IVV | P | 2014-01-06 | 2016-11-09 | $641,706 | $551,685 | $90,021 | $90,021 |
| 2000 Ishares IVV | P | 2014-01-09 | 2016-11-09 | $427,804 | $368,430 | $59,374 | $59,374 |
| 12000 Vanguard Int'l Equity | P | 2015-12-08 | 2016-11-09 | $529,118 | $537,156 | -$8,038 | -$8,038 |
| 7500 Vangurad Int'l Equity | P | 2015-12-23 | 2016-11-09 | $330,699 | $328,800 | $1,899 | $1,899 |
| 500 Standard & Poors SPY | P | 2014-01-02 | 2016-11-09 | $106,755 | $91,548 | $15,207 | $15,207 |
| 2000 Standard & Poors SPY | P | 2014-01-06 | 2016-11-09 | $427,018 | $365,570 | $61,448 | $61,448 |
| 2500 Standard & Poors Spy | P | 2014-01-09 | 2016-11-09 | $533,773 | $457,737 | $76,036 | $76,036 |
| 3500 Standard & Poors SPY | P | 2015-12-23 | 2016-11-09 | $747,282 | $718,972 | $28,310 | $28,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,690 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $512,618 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,951,183 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051513 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $510,314 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,142,240 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050316 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,079,455 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.101829 | TotalDistributionRt |
| Average Distribution | 0.033943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,224,016 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $313,091 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,148 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $316,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $458,303 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,148 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,148 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,948 | 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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LORI PENCHUK | IndividualWithBooksNm |
| Phone | 2033533101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STAMFORD PLAZA SUITE 1501 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 |
|---|---|---|---|---|---|---|---|---|
| LORI PENCHUK | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | SECRETARY, treasurer | 1.00 | $0 | $0 | $0 |
| JAMES d BENNETT | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | chairman | 1.00 | $0 | $0 | $0 |
| AMY c BENNETT | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | president | 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 |
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 | $7,738,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,626,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,364,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,364,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,224,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $461,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $461,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,148 | TotalTaxAmt |
| Distributable Before Adj | $458,053 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $458,053 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $458,053 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,303 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $458,303 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,148 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $455,155 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $752 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,435 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $458,053 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,437 | 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 | $18,437 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $752 | ExcessFromYear2Amt |
| Excess From Year1 | $17,435 | ExcessFromYear1Amt |
| Excess From Current Year | $250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES d BENNETT | ContributingManagerNm |
| Contributing Manager | AMY c BENNETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABC Of New Canaan | ||||||
| PO Box 355 | new canaan | CT | 06840 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Beat The Streets Philadelphia | ||||||
| 714 Market St Ste 402 | philadelphia | PA | 19106 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| Beat the Streets Wrestling | ||||||
| 145 Thompson St | New York | NY | 10012 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| Boys & Girls Club Stamford | ||||||
| 347 Stillwater Ave | stamford | CT | 06902 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Chicago Run | ||||||
| 3611 N Kedzie | chicago | IL | 60618 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Corry Community Foundation | ||||||
| 459 West 6th Street | erie | PA | 16507 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Corry Public Library | ||||||
| 117 W Washington Street | Corry | PA | 16407 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $3,500 |
| Corry Y | ||||||
| 906 N Center St | corry | PA | 16407 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| Filling in the blanks | ||||||
| 721 North Wilton Road | new canaan | CT | 06540 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Muhlenberg College Wrestling | ||||||
| 2400 Chew St | Allentown | PA | 18104 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Nantucket STAR | ||||||
| PO Box 3423 | nantucket | MA | 02584 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| NWCA Men's CEO Leadership Academy | ||||||
| P0 Box 254 | Manheim | PA | 17545 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| NWCA Women's CEO Leadership Academy | ||||||
| p0 Box 254 | manheim | PA | 17545 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Panthera | ||||||
| 8 W 40TH St Fl 18 | New York | NY | 10018 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Ram Spirit Fund New Canaan Community Foundation | ||||||
| 111 Cherry Street | new canaan | CT | 06840 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $125,000 |
| Robin Hood | ||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| St Lukes Foundation | ||||||
| 5923 Royal Ln | dallas | TX | 75230 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| Success Academy Charter Schools | ||||||
| 95 Pine St Fl 6 | New York | NY | 10005 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| The Eugene Kinasewich Fund Inc | ||||||
| 111 Maplewood Ave Ste D | portsmouth | NH | 03801 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| The Kingsley Trust | ||||||
| 201934 Yale Station | new haven | CT | 06520 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Tilton School | ||||||
| 30 School St | tilton | NH | 03276 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| Trinity Episcopal Church | ||||||
| PO Box 100085 | fort worth | TX | 76185 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| US Wrestling Foundation | ||||||
| 35 Canoe Brook Road | short hills | NJ | 07078 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| USA Wrestling | ||||||
| 6115 lehman drive | colorado springs | CO | 80918 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $115,000 |
| West Pittston Library | ||||||
| Corner Of Warner And Exeter Av | west piston | PA | 18643 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Wyoming Seminary | ||||||
| 201 N Sprague Ave | kingston | PA | 18704 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| Wyoming Seminary Wrestling | ||||||
| 201 N Sprague Ave | kingston | PA | 18704 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Yale University | ||||||
| PO Box 2038 | New Haven | CT | 06521 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $456,000 | 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 | $3,597 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,690 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $336,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $336,108 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY | $5,904,321 | $5,978,660 |
| interactive brokers | $91,548 | $111,765 |
| gresham | $2,500,000 | $2,815,893 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal | CategoryTxt |
| Legal Fees | $266 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $266 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY transaction fees | $5,252 | $5,252 | $0 |
| GRESHAM INV MANAGEMENT FEE | $14,131 | $14,131 | $0 |
| Annual Filing | $62 | $0 | $62 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $628 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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