PANWY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201611309349100636
- Schema version
- 2015v2.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T10:05:34-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-05 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,795,584 | 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 | $52,125 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $76,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $553,296 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,714 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,829 | 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 | $40,091 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,091 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$179,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,107 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $137,111 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,670 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,175,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,962,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,264,018 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,756 | OtherAssetsBOYAmt |
| Other Assets EOY | -$52,174 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $308,896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,316,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,132,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,795,584 | 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 | $3,316,915 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,132,944 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,316,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,132,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,316,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,132,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,316,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$179,517 | ExcessRevenueOverExpensesAmt |
| Other Increases | $358 | OtherIncreasesAmt |
| Subtotal | $3,137,756 | SubtotalAmt |
| Other Decreases | $4,812 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,132,944 | 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 |
|---|---|---|---|---|---|---|---|
| DELAWARE POOLED EMERGING MKTS XXX-XX-XXXX | P | 2015-12-17 | 2015-12-23 | $2,949 | $2,931 | $18 | $18 |
| FPA CRESCENT-I | P | 2015-07-01 | 2015-07-07 | $12,702 | $13,008 | -$306 | -$306 |
| VANGUARD TOTAL BD MKT INDEX-I | P | 2015-03-31 | 2015-06-23 | $5,000 | $5,123 | -$123 | -$123 |
| VANGUARD INTERMED-TERM INVT GRD-ADM | P | 2015-01-30 | 2015-07-07 | $5,222 | $5,319 | -$97 | -$97 |
| DELAWARE POOLED EMERGING MKTS | P | 2012-09-13 | 2015-12-23 | $211,822 | $273,824 | -$62,002 | -$62,002 |
| FPA CRESCENT-I | P | 2013-12-18 | 2015-01-28 | $10,376 | $10,113 | $263 | $263 |
| VANGUARD INTERMED-TERM INVT GRD-ADM | P | 2010-08-11 | 2015-09-30 | $49,778 | $50,325 | -$547 | -$547 |
| FPA CRESCENT-I | P | 2010-02-18 | 2015-10-06 | $201,922 | $153,491 | $48,431 | $48,431 |
| SPDR GOLD TR GOLD ETF | P | 2010-02-18 | 2015-01-14 | $587 | $448 | $139 | $139 |
| ACL ALTERNATIVE FUND | P | $5,854 | $5,854 | $5,854 | |||
| ACL ALTERNATIVE FUND | P | $4,169 | $4,169 | $4,169 | |||
| AMA MULTI-STRATEGY OFFSHORE | P | $3,803 | $3,803 | $3,803 | |||
| CAPITAL GAINS DIVIDENDS | P | $39,112 | $39,112 | $39,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,714 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $293,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,198,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069994 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $220,215 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,045,936 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054429 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $338,653 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,066,547 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083278 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $295,761 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,088,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072336 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $364,947 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,117,742 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088628 | DistributionYr5Rt |
| Total Distribution | 0.368665 | TotalDistributionRt |
| Average Distribution | 0.073733 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,860,524 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $284,648 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $285,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $295,415 | 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 | $651 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $651 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $651 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,056 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,056 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,405 | OverpaymentAmt |
| Applied To ES Tax | $1,405 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | $3,455,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $308,896 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,919,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,919,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,860,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $193,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $193,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $651 | TotalTaxAmt |
| Distributable Before Adj | $192,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $192,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $192,375 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $295,415 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $651 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $294,764 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $167,292 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,333 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,384 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,316 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $508,065 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,040 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $611,105 | 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 | $167,292 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $443,813 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,333 | ExcessFromYear4Amt |
| Excess From Year3 | $138,384 | ExcessFromYear3Amt |
| Excess From Year2 | $22,316 | ExcessFromYear2Amt |
| Excess From Year1 | $86,740 | ExcessFromYear1Amt |
| Excess From Current Year | $103,040 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (142 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 |
| ALBION COLLEGE DEPARTMENT OF PHILOSOPHY | |||||||
| 611 E PORTER ST | ALBION | MI | 49224 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| ALLIANCE FOR CONTRACEPTION IN CATS & DOGS | |||||||
| 14245 NW BELLE CT | PORTLAND | OR | 97229 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| ALBERT SCHWEITZER FELLOWSHIP | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| 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 | $700 |
| 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 | $13,800 |
| 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 |
| BOSTON PREPARATORY CHARTER PUBLIC SCHOOL | |||||||
| 43 BROAD STREET | HUDSON | MA | 01749 | DONEE | CHARTER PUBLIC SCHOO | CHARITABLE DONATION | $5,000 |
| BOSTON SYMPHONY ANNUAL FUND | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| BREAST CANCER ALLIANCE | |||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| BROOKLINE COMMUNITY FUND | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| BROOKLINE EMERGENCY FOOD PANTRY | |||||||
| 15 ST PAULS STREET | BROOKLINE | MA | 02446 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| 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 |
| CENTER FOR FOOD ACTION INC | |||||||
| 192 WEST DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| 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 |
| CONNECTICUT FOOD BANK | |||||||
| 56 EAGLE STREET | WATERBURY | CT | 06708 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| COUNCIL OF THE ARTS AT MIT | |||||||
| MIT | BOSTON | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $10,250 |
| CT PUBLIC TV & RADIO | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,300 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| 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 | $550 |
| 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 | $48,500 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| FRIENDS OF NATHANIEL WITHERELL INC | |||||||
| 70 PARSOANGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| FRIENDS OF GREENWICH POINT | |||||||
| PO BOX 711 | OLD GREENWICH | CT | 06870 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| FRIENDS OF RONALD MCDONALD HOUSE | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | 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 |
| GOOD SHEPHERD COMMUNITY CARE | |||||||
| 1115 4TH AVENUE NORTH | SAUK RAPIDS | MN | 56379 | 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 | $1,000 |
| 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 | $600 |
| GREENWICH EMERGENCY MEDICAL SERVICE | |||||||
| 1111 E PUTNAM AVENUE | GREENWICH | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| GREENWICH HOSPITAL FOUNDATION | |||||||
| 35 RIVER ROAD | COS COB | CT | 06807 | DONEE | HOSPITAL | CHARITABLE DONATION | $100 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH POINT CONSERVANCY | |||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 35 | GREENWICH | CT | 06836 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| HANDELAND AND HAYDN SOCIETY | |||||||
| 9 HARDCOURT STREET | BOSTON | MA | 02116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| HARVARD UNIVERSITY-THE MEMORIAL CHURCH | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | DONEE | UNIVERSITY | CHARITABLE DONATION | $100 |
| HEBREW HOME AT RIVERDALE | |||||||
| 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| HOSPICE TREE | |||||||
| PUTNAM | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| 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 | $500 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| BETH ISRAEL DEACONESS MEDICDAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | HOSPITAL | CHARITABLE DONATION | $1,000 |
| 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 | $250 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $12,800 |
| 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 | $350 |
| LUTHERAN CHURCH MISSOURI SYNOD | |||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| 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 | $1,150 |
| MIANUS CHAPTER OF TROUT UNLIMITED | |||||||
| PO BOX 475 | WILTON | CT | 06897 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| METEROPOLITAN OPERA ASSOCIATION | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| 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 | $1,995 |
| MIT ANNUAL FUND | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $1,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | DONEE | COLLEGE | CHARITABLE DONATION | $500 |
| 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 MULTIPLE SCLEROSIS SOCIETY | |||||||
| 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 | $100 |
| 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 | $5,100 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $800 |
| NEW YORK RESTORATION PROJECT | |||||||
| 1 MARGARET CORBIN DRIVE | NEW YORK | NY | 10040 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $350 |
| NEW YORK PUBLIC LIBRARY | |||||||
| 203 W 115TH STREET | NEW YORK | NY | 10026 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $400 |
| NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON CENTER | MA | 02459 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $300 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | DONEE | HOSPITAL | CHARITABLE DONATION | $5,000 |
| NORTHFILED MT HEERMON | |||||||
| 1 LAMPLIGHTER WAY | MONT HERMON | MA | 01354 | DONEE | SCHOOL | CHARITABLE DONATION | $100 |
| NORWALK COMMUNITY COLLEGE FOUNDATION | |||||||
| 188 RICHARDS AVE | NORWALK | CT | 06854 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| 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 | $600 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| POLICE ATHLETIC LEAGUE | |||||||
| 1662 N US HIGHWAY 1 | JUPITER | FL | 33458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| 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 | $1,000 |
| 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 | $43,050 |
| 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 | $3,500 |
| ROUND HILL VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 8 4 MAIN STREET | ROUND HILL | VA | 20142 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ROUND HILL ASSOCIATION | |||||||
| PO BOX 7424 | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| 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 | $800 |
| SHELTER FOR THE HOMELESS INC | |||||||
| PO BOX 1252 | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SPRINGWELL INC | |||||||
| 125 WALNUT STREET | WATERTOWN | MA | 02472 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| STRATION FOUNDATION | |||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 1200 N DIXIE HWY | LAKE WORTH | FL | 33460 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| 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 DOE FUND INC | |||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| THE ELISABETH MORROW SCHOOL | |||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | DONEE | SCHOOL | CHARITABLE DONATION | $3,500 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $500 |
| THE HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| THE LIGHTHOUSE | |||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| THE LOOMIS CHAFFEE SCHOOL | |||||||
| 4 BATCHELDER ROAD | WINSOR | CT | 06095 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| THE PREPARATORY FOUNDATION | |||||||
| 1286 HYDE PARK AVE | HYDE PARK | MA | 02136 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| THE SPENCE SCHOOL | |||||||
| 56 EAST 93RD STREET | NEW YORK | NY | 10128 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| THE THIRD STREET MUSIC SCHOOL SETTLEMENT | |||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THIRD SECTOR NEW ENGLANDSTS FUND | |||||||
| 200 CLARENDON STREET 29TH FLOOR | BOSTON | MA | 02116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| THE SMITH FUND | |||||||
| 7 COLLEGE LANE | NORTHAMTON | MA | 01063 | DONEE | NON PROFIT ORGANIZAT | UNIVERSITY | $150 |
| THE BERGEN FAMILY CENTER | |||||||
| 44 ARMORY STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,675 |
| TRINITY CHURCH | |||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | DONEE | CHURCH | CHARITABLE DONATION | $1,000 |
| THIRTEENWNET NEW YORK | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| TRANSPORTATION ASSOCIATION OF GREENWICH | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 03878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| UNITED PARISH OF AUBURNDALE | |||||||
| 64 HANCOCK STREET | NEWTON | MA | 02466 | DONEE | CHURCH | CHARITABLE DONATION | $8,000 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $35,000 |
| USO WORLD HEADQUARTERS | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| 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 |
| WGBH RADIO & TV | |||||||
| ONE GUEST | BOSTON | MA | 02135 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| 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 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,920 | 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 | $76,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,829 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ERIC COOPER | ||||||
| 1 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $7,400 | Yes (X) |
| CLARE COOPER | ||||||
| 2 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $9,000 | Yes (X) |
| MARK COOPER | ||||||
| 3 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $7,725 | Yes (X) |
| ANDREA DORF | ||||||
| 4 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $2,500 | Yes (X) |
| CHARLENE W THOREEN | ||||||
| 5 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $5,000 | Yes (X) |
| MICAELA DORF | ||||||
| 6 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $500 | Yes (X) |
| RICHARD BENKA | ||||||
| 7 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $10,000 | Yes (X) |
| CARLA BENKA | ||||||
| 8 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $10,000 | 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 | $1,192,109 | $1,495,635 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | $670,445 | $689,697 |
| MUTUAL FUNDS-BONDS | AT COST | $993,258 | $951,151 |
| SPDR GOLD TRUST SHS | AT COST | $106,636 | $127,535 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | -$283,529 | -$293,015 | $47,407 |
| BLACKSTONE ALT INV FDS | $100,602 | $103,158 | $104,122 |
| ABBEY CAPITAL ACL ALTERNATIVE FUND | $187,683 | $137,683 | $157,367 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT IN ACL ALTERNATIVE FUND | $1,009 |
| PARTIAL REDEMPTION OF INVESTMENT IN AMA MULTISTRATEGY OFFSHORE FD | $3,803 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE ANNUAL FEES | $495 | $0 | $495 |
| VIA ACL ALTERNATIVE FUND LIMITED | $8,699 | $8,699 | $0 |
| INVESTMENT EXPENSE | $587 | $587 | $0 |
| INVESTMENT INCOME LOSS | $345 | $345 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| Amt | $358 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $40,091 | Amt |
| Net Investment Income | $40,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,334 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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