THE DONALD M KENDALL SR AND SIGRID RVC KENDALL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE DONALD M KENDALL SR AND SIGRID RVC KENDALL FOUNDATION (EIN 46-4355018)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201731309349102183
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T14:57:34-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAIER MARKEY & JUSTIC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 BLOOMINGDALE ROADSTE 400 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | 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 | 464355018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD M KENDALL SR AND SIGRID RVC | BusinessNameLine1Txt |
| Business Name Line2 | KENDALL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SIGRID KENDALL | InCareOfNm |
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 9146449247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIELD POINT CIRCLE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIGRID KENDALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9146449247 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE H SCHOPFER | PreparerPersonNm |
| PTIN | P00578448 | PTIN |
| Phone | 9146449200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.246.115.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26357920171305000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CAA6F048CB9CB5977F72253070A2C369926630E5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CAA6F048CB9CB5977F72253070A2C369926630E5 | 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 | $18,374,368 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,887 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,887 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $204,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,189 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $210,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,875 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,514 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,514 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $105,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $413 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $111,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $599,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $599,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $710,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $599,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$500,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,948 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,044,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,561,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,561,639 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,615,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,598,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,812,729 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,660,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,159,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,374,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $18,660,028 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,159,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,660,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,159,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,660,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,159,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,660,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$500,062 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,159,966 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,159,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,624 ISHARES MSCI EMU ETF | P | 2015-10-13 | 2016-02-03 | $50,763 | $58,886 | -$8,123 | -$8,123 |
| 447 VANGUARD TOTAL BOND MARKET ETF | P | 2014-12-04 | 2016-11-08 | $37,055 | $36,871 | $184 | $184 |
| 576 VANGUARD TOTAL STOCK MKT ETF | P | 2014-12-04 | 2016-04-25 | $61,216 | $61,484 | -$268 | -$268 |
| PEPSICO OPTIONS | P | 2016-10-03 | 2016-10-04 | $11,387 | $11,387 | $11,387 | |
| CAPITAL GAIN DIVIDENDS | P | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,189 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $215,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,477,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033296 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $299,930 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,882,700 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061427 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,490 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.094723 | TotalDistributionRt |
| Average Distribution | 0.031574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,308,999 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $578,088 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,039 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $580,127 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $599,010 | 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 | $2,039 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,039 | SubtotalAmt |
| Tax Based On Investment Income | $2,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $727 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $727 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,312 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIGRID KENDALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9146449247 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FIELD POINT CIRCLE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD KENDALL JR | ||||||||
| 120 FIELD POINT CIRCLE | GREENWICH | CT | 06830 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SIGRID KENDALL | ||||||||
| 120 FIELD POINT CIRCLE | GREENWICH | CT | 06830 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,757,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,830,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,587,816 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,587,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $278,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,308,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $915,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $915,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,039 | TotalTaxAmt |
| Distributable Before Adj | $913,411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $913,411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $913,411 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $599,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $599,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,039 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $596,971 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $913,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $152,510 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,483 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $253,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $599,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $599,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $253,993 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $253,993 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $60,408 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | GENERAL OPERATING | $140,000 | |||||
| Russian Arts Foundation | ||||||||||||
| PO BOX 4167 | SEQUIM | WA | 98382 | NONE | PC | GENERAL OPERATING | $2,000 | |||||
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND | ||||||||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL OPERATING | $1,000 | |||||
| THE GREENWICH SYMPHONY ORCHESTRA INC | ||||||||||||
| PO BOX 35 | GREENWICH | CT | 06836 | NONE | PC | GNERAL OPERATING | $1,000 | |||||
| SMART TECH FOUNDATION | ||||||||||||
| 225 BUSH ST SUITE 1200 | San Francisco | CA | 94104 | NONE | PC | GENERAL OPERATING | $40,000 | |||||
| MARIINSKY FOUNDATION OF AMERICA | ||||||||||||
| 900 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING | $25,000 | |||||
| PEPI STIEGLER FUND | ||||||||||||
| PO BOX 938 | JACKSON | WY | 83001 | NONE | PC | GENERAL OPERATING | $20,000 | |||||
| CARAMOOR | ||||||||||||
| PO BOX 816 | KATONAH | NY | 10536 | NONE | PC | GENERAL OPERATING | $27,500 | |||||
| HELEN KELLER INTERNATIONAL | ||||||||||||
| 352 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING | $5,000 | |||||
| ROUND HILL SCHOLARSHIP FOUNDATION INC | ||||||||||||
| 33 ROUND HILL CLUB ROAD | GREENWICH | CT | 06831 | NONE | PC | GENERAL OPERATING | $500 | |||||
| FRIENDS FOR EARLIER BREAST CANCER TEST | ||||||||||||
| PO Box 10363 | GREENSBORO | NC | 27404 | NONE | PC | GENERAL OPERATING | $1,000 | |||||
| YOUNG CONCERT ARTISTS INC | ||||||||||||
| 250 WEST 57TH STREET | NEW YORK | NY | 10107 | NONE | PC | GENERAL OPERATING | $1,000 | |||||
| ENGLISH SPEAKING UNION | ||||||||||||
| PO BOX 7744 | GREENWICH | CT | 06836 | NONE | PC | GENERAL OPERATING | $60 | |||||
| WQXR | ||||||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING | $200 | |||||
| BRUCE MUSEUM | ||||||||||||
| ONE MUSEUM DRIVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING | $750 | |||||
| WNET PATRON NETWORK | ||||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING | $10,000 | |||||
| AMERICAN CANCER SOCIETY | ||||||||||||
| 38 RICHARDS AVE | NORWALK | CT | 06854 | NONE | PC | GENERAL OPERATING | $250 | |||||
| RICHARD NIXON FOUNDATION | ||||||||||||
| 18001 YORBA LINDA BOULEVARD | YORBA LINDA | CA | 92886 | NONE | PC | GENERAL OPERATING | $10,000 | |||||
| OFF THE RECORD | ||||||||||||
| 470 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING | $600 | |||||
| GREENWICH EMERGENCY MEDICAL SERVICE | ||||||||||||
| 111 EAST PUTNAM AVE | RIVERSIDE | CT | 06878 | NONE | PC | GENERAL OPERATING | $5,000 | |||||
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||||||
| 1250 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $1,000 | |||||
| GREENWICH HOME SHOW | ||||||||||||
| 248 EAST PUTNAM AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING | $1,000 | |||||
| ROSEMARY FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING | $5,000 | 35 LAVANT STREET | PETERSFIELD | HAMPSHIRE | UK | GU32 3EL | ||||
| NRDC | ||||||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $150 | |||||
| COLUMBIA UNIVERSITY MEDICAL CENTER | ||||||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING | $25,000 | |||||
| NORTHWELL HEALTH FOUNDATION | ||||||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | GENERAL OPERATING | $25,000 | |||||
| JUST GIVE | ||||||||||||
| 312 Sutter St 410 | San Francisco | CA | 94108 | NONE | PC | GENERAL OPERATING | $50,000 | |||||
| BOYS & GIRLS CLUBS OF THE OLYMPIC PENINSULA | ||||||||||||
| PO BOX 4167 | SEQUIM | WA | 98382 | NONE | PC | GENERAL OPERATING | $125,000 | |||||
| RENDEZVOUS POINT | ||||||||||||
| PO BOX 804 | PINEDALE | WY | 82941 | NONE | PC | GENERAL OPERATING | $2,500 | |||||
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||||||
| 383 MAIN AVE | NORWALK | CT | 06851 | NONE | PC | GENERAL OPERATING | $1,000 | |||||
| HOPKINS SCHOOL | ||||||||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | GENERAL OPERATING | $20,000 | |||||
| PROSPECT SIERRA | ||||||||||||
| 2060 TAPSCOTT AVE | EL CERRITO | CA | 94530 | NONE | PC | GENERAL OPERATING | $10,000 | |||||
| GREENWICH HOSPITAL | ||||||||||||
| 35 RIVER ROAD | GREENWICH | CT | 06807 | NONE | PC | GENERAL OPERATING | $5,000 | |||||
| GREEN RIVER VALLEY PROGRAM | ||||||||||||
| PO BOX 1580 | PINEDALE | WY | 82941 | NONE | PC | GENERAL OPERATING | $37,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $599,010 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $210,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,875 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PEPSICO INC | $3,666,330 | $3,871,310 |
| EQUITIES | $499,635 | $517,212 |
| FIXED INCOME | $431,737 | $423,582 |
| INTEREST & DIVIDENDS RECEIVABL | $625 | $625 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,514 | Amt |
| Net Investment Income | $6,514 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $413 | $413 |
| FEDERAL INCOME TAX | $105,000 |
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