BETA

HELPING HAND FOUNDATION TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HELPING HAND FOUNDATION TR (EIN 13-7409533)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-15
IRS object ID
201611979349100006
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-15T11:34:30-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berdon LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 Madison AveAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137409533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELPING HAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BERDON LLPInCareOfNm
Business Name ControlHELPBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line158 dawn habor laneAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN WEINERPersonNm
Person TitlepresidentPersonTitleTxt
Phone2128320400PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT DITMANPreparerPersonNm
PTINP00818407PTIN
Phone2128320400PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$628,340FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$951,191ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$394,223NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$905,227GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$394,223CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,345,437TotalRevAndExpnssAmt
Total Net Invst Incm$394,246TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,216AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,216AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,251TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$352,226ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$352,226ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$355,477TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$355,477TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$989,960ExcessRevenueOverExpensesAmt
Net Investment Income$394,246NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,350SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$628,340SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$628,340SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$40,350TotalAssetsBOYAmt
Total Assets EOY$628,340TotalAssetsEOYAmt
Total Assets EOYFMV$628,340TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$40,350RetainedEarningBOYAmt
Retained Earning EOY$628,340RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$40,350TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$628,340TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$40,350TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$628,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$40,350TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$989,960ExcessRevenueOverExpensesAmt
Subtotal$1,030,310SubtotalAmt
Other Decreases$401,970OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$628,340TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EDGEWOOD GROWTH FUND - 7424.853 UNITSD2009-11-182015-11-04$168,064$70,968$97,096$97,096
EDGEWOOD GROWTH FUND - 10064.15 UNITS2010-07-192015-11-04$227,805$96,194$131,611$131,611
SPDR S&P 500 ETF - 43 UNITSD2014-07-182015-11-04$9,039$8,486$553$553
SPDR S&P 500 ETF - 700 UNITSD2012-12-182015-11-04$147,153$101,479$45,674$45,674
SPDR S&P 500 ETF - 1680 UNITSD2012-11-202015-11-04$353,166$233,877$119,289$119,289
FieldValueIRS element (for citing)
Capital Gain Net Income$394,223CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$263,920AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$220,745NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.195588DistributionYr1Rt
Adjusted Qlfy Distri Yr2$266,327AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$103,456NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.574302DistributionYr2Rt
Adjusted Qlfy Distri Yr3$208,680AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$46,084NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.528253DistributionYr3Rt
Adjusted Qlfy Distri Yr4$196,190AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,779NetVlNoncharitableAssetsYr4Amt
Distribution Yr46.817124DistributionYr4Rt
Adjusted Qlfy Distri Yr5$214,982AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$32,678NetVlNoncharitableAssetsYr5Amt
Distribution Yr56.578799DistributionYr5Rt
Total Distribution21.694066TotalDistributionRt
Average Distribution4.338813AverageDistributionRt
Net Vl Noncharitable Assets$146,755NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$636,743AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,942NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$640,685AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$355,477QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,885InvestmentIncomeExciseTaxAmt
Subtotal$7,885SubtotalAmt
Tax Based On Investment Income$7,885TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,129EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$10,000AppliedToEsTaxAmt
Total Payments And Credits$13,129TotalPaymentsAndCreditsAmt
Overpayment$5,244OverpaymentAmt
Applied To ES Tax$5,244AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BERDON LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128320400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1360 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JONATHAN B WEINER
58 DAWN HARBOR LANERIVERSIDECT06878TRUSTEE as required0$0
JILL WEINER
58 DAWN HARBOR LANERIVERSIDECT06878TRUSTEE as required0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$148,990AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$148,990TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$148,990AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,235CashDeemedCharitableAmt
Net Vl Noncharitable Assets$146,755NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,338MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,338MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,885TaxBasedOnInvestmentIncomeAmt
Total Tax$7,885TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$355,477ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$355,477QualifyingDistributionsAmt
Adjusted Qualifying Distri$355,477AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$213,348ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$194,751ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$206,376ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$261,154ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$252,883ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,128,512TotalExcessDistributionCyovAmt
Qualifying Distributions$355,477QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$355,477RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,483,989TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$213,348ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,270,641ExcessDistriCyovToNextYrAmt
Excess From Year4$194,751ExcessFromYear4Amt
Excess From Year3$206,376ExcessFromYear3Amt
Excess From Year2$261,154ExcessFromYear2Amt
Excess From Year1$252,883ExcessFromYear1Amt
Excess From Current Year$355,477ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN B WEINERContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
KIDS IN CRISIS
ONE SALEM STREETCOS COBCT06807GENERAL CHARITABLE$1,000
RANDALLS ISLAND SPORTS FUND
24 WEST 61ST STREET 4TH FLOORNEW YORKNY10023GENERAL CHARITABLE$75,000
MULTIPLE MYELOMA RESEARCH FOUNDATION
377 FIFTH STREETBROOKLYNNY11215GENERAL CHARITABLE$1,000
TEMPLE SHOLOM
300 EAST PUTNAM AVENUEGREENWICHCT06830GENERAL CHARITABLE$2,808
THE GREENWICH COUNTY DAY SCHOOL
PO BOX 623GREENWICHCT068360623GENERAL CHARITABLE$230,000401 OLD CHURCH ROAD
GREENWICH UNITED WAY
ONE LAFAYETTE COURTGREENWICHCT06830GENERAL CHARITABLE$21,978
JAFCO
4200 NORTH UNIVERSITY DRIVESUNRISEFL33351GENERAL CHARITABLE$1,800
TEMPLE SHOLOM CANTOR ASA'S MUSIC FUND
300 E PUTNAM AVENUEGREENWICHCT06830GENERAL CHARITABLE$540
CHILDREN OF FALLEN PATRIOTS
419 3RD ST NJACKSONVILLE BEACHFL32250GENERAL CHARITABLE$10,000
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213GENERAL CHARITABLE$5,000
GEMS
201 W 148TH STREETNEW YORKNY10039GENERAL CHARITABLE$600GROUND FLOOR
IMPACT FAIRFIELD COUNTY
PO BOX 7666GREENWICHCT06836GENERAL CHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$352,226TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$394,223ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$394,246ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$394,246TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JONATHAN B AND JILL WEINER
158 DAWN HARBOR LANERIVERSIDECT06878$38,216Yes (X)
JONATHAN B AND JILL WEINER
258 DAWN HARBOR LANERIVERSIDECT06878$401,722Yes (X)Yes (X)
JONATHAN B AND JILL WEINER
358 DAWN HARBOR LANERIVERSIDECT06878$511,253Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1EDGEWOOD GROWTH FUND INST CLASS QTY: 17,489.003 SHRS$401,7222015-11-03
2SPDR S&P 500 ETF TR UNIT TRANS FRM QTY: 2,423 SHRS$511,2532015-11-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$3,216Amt
Disbursements Charitable Prps$3,216DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DIFFERENCE BETWEEN FAIR MARKET VALUE$0
AND TAX BASIS OF SECURITIES CONTRIBUTED$401,970

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

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