DONNA AND STUART FARBER FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DONNA AND STUART FARBER FAMILY FOUNDATION INC (EIN 26-1606299)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201612249349100336
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T11:15:37-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berdon LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Madison Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 261606299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donna and Stuart Farber Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STUART FARBER | InCareOfNm |
| Business Name Control | DONN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 Singing Oaks Drive | AddressLine1Txt |
| City | Weston | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068831147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART FARBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $937,500 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,672 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $432,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,977 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,649 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,765 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,765 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,070 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,906 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $603,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $551,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $671,841 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $172,206 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $190,461 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $203,617 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,226 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,136 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,136 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $841,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $803,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $937,500 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $841,580 | RetainedEarningBOYAmt |
| Retained Earning EOY | $797,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $841,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $797,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $841,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $803,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $841,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,386 | ExcessRevenueOverExpensesAmt |
| Subtotal | $797,194 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $797,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - SHORT TERM COVERED | P | $152,751 | $175,234 | -$22,483 | -$22,483 |
| MERRILL LYNCH - LONG TERM COVERED | P | $203,635 | $181,785 | $21,968 | $21,850 |
| MERRILL LYNCH - LONG TERM NONCOVERED | P | $75,497 | $68,635 | $6,862 | $6,862 |
| CAPITAL GAIN DIVIDENDS | P | $630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,977 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $196 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $196 | SubtotalAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,250 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,054 | OverpaymentAmt |
| Applied To ES Tax | $1,054 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART FARBER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126089400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 SINGING OAKS DRIVE | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06883 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2013 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2014 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART FARBER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 Singing Oaks Drive | AddressLine1Txt |
| City | Weston | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068831147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | president | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $950,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,136 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,021,344 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,021,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,006,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $196 | TotalTaxAmt |
| Distributable Before Adj | $50,105 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,105 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,105 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,200 | 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 | $54,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $54,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,691 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $16,350 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,691 | AppliedToYear1Amt |
| Applied To Current Year | $2,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $16,350 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $16,350 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $47,596 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HOMES WITH HOPE | ||||||||
| 49 RICHMONDVILLE AVENUE SUITE 112 | WESTPORT | CT | 06880 | none | PC | providing meals to the needy. | $500 | |
| MISCELLANEOUS | ||||||||
| miscellaneous | weston | CT | 06883 | NONE | PC | various charitble purposes. | $1,150 | |
| WESTON WARM UP FUND | ||||||||
| po box 1254 | weston | CT | 06883 | NONE | PC | financial assitance to low income families and elderly. | $1,000 | |
| WESTON ARTS INC | ||||||||
| PO box 1124 | weston | CT | 06883 | NONE | PC | to promote and develop art. | $1,000 | |
| WESTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| 56 NORFIELD ROAD | WESTONC | CT | 06883 | NONE | PC | TO PROMOTE SAFETY | $2,500 | |
| NATIONAL ABILITY CENTER | ||||||||
| PO BOX 682799 | PARK CITY | UT | 84068 | NONE | PC | PROVIDING EXPERIENCES TO DISABLED INDIVIDUALS INDIVIDUALS | $3,500 | |
| CORNELL DEPARTMENT OF ATHLETICS | ||||||||
| 144 EAST AVENUE | ITHACA | NY | 14850 | NONE | PC | SUPPORT EDUCATIONAL INSTITUTION EXTRACURRICULAR ACTIVITIES | $2,500 | 380 OAKWOOD ROAD |
| FIBROMAMELLAR CANCER FUND | ||||||||
| 20 HORSENECK LANE | GREENWICH | CT | 06830 | NONE | PC | CANCER RESARCH | $3,000 | |
| HOSPICE FOUNDATION OF AMERICA | ||||||||
| 1710 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | PROVIDE CARE FOR INDIVIDUALS HAVING TERMINAL ILLNESSES | $2,000 | SUITE 400 |
| CONNECTICUT HUMANE SOCIETY | ||||||||
| 455 POST ROAD | WESTPORT | CT | 06880 | NONE | PC | TO PROMOTE HUMANE TREATMENT OF ANIMALS | $1,200 | |
| WESTON EMERGENCY MEDICAL SERVICES | ||||||||
| 52 NORFIELD ROAD | WESTON | CT | 06883 | NONE | PC | FOR HEALTHCARE SERVICES | $3,500 | |
| GUIDING EYES | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | FOR SUPPORT TO GUIDE DOGS | $1,000 | |
| RELAY FOR LIFE | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 731231718 | NONE | PC | FOR CANCER RESEARCH | $2,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | FOR MEDICAL RESEARCH | $2,000 | |
| ALS THERAPY DEVELOPMENT INSTITUTE | ||||||||
| 300 TECHNOLOGY SQUARE | CAMBRIDGE | MA | 02139 | NONE | PC | FOR ALS RESEARCH | $1,000 | SUITE 400 |
| CONNECTICUT SCIENCE CENTER | ||||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06103 | NONE | PC | FOR THE FURTHERANCE OF SCIENCE | $5,000 | |
| PINK AID | ||||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | NONE | PC | FOR BREAST CANCER RESEARCH | $1,000 | |
| SILVERMINE ARTS CENTER | ||||||||
| 1037 SILVERMINE ROAD | NEW CANAAN | CT | 06840 | NONE | PC | FOR FURTHERANCE OF THE ARTS | $1,000 | |
| BROADWAY HOUSING COMMUNITIES | ||||||||
| 583 RIVERSIDE DRIVE | NEW YORK | NY | 10031 | NONE | PC | SUPPORT LOW INCOME HOUSING & SUPPORT SERVICES | $3,250 | |
| SMILOW CANCER CONNECTICUT | ||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06519 | NONE | PC | CANCER RESEARCH | $1,500 | |
| SUSAN G KOMEN FOR THE CURE | ||||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PC | SUPPORT BREAST CANCER RESEARCH | $2,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| ROOM 320 370 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | SUPPORT THE NATION'S WOUNDED VETERANS | $500 | |
| WESTON EDUCATION FUND | ||||||||
| PO BOX 1093 | WESTON | CT | 06883 | NONE | PC | SUPPORT INITIATIVES THAT CULTIVATE MEANINGFUL LEARNING EXPERIENCES CONNECTED WITH LOCAL EDUCATIONAL INSTITUTIONS. | $1,000 | |
| WESTPORT COUNTRY PLAYHOUSE | ||||||||
| 25 POWERS CT | WESTPORT | CT | 06880 | NONE | PC | FOR FURTHERANCE OF THE ARTS | $1,100 | |
| KIDS IN CRISIS | ||||||||
| 1 SALEM STREET | COS COB | CT | 06807 | NONE | PC | PROVIDE COUNSELING AND EDUCATIONAL PROGRAMS TO UNDERPRIVILEGED CHILDREN | $1,000 | |
| AMERICAN RESEARCH SOCIETY | ||||||||
| 132 W 32ND STREET | NEW YORK | NY | 10001 | NONE | PC | CANCER RESEARCH | $1,000 | |
| SPECIAL OLYMPICS | ||||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | PROVIDING EXTRACURRICULAR ACTIVITIES TO DISABLED INDIVIDUALS | $1,000 | |
| THE FRIENDS OF LEVITT PAVILLION | ||||||||
| 40 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PC | FOR FURTHERANCE OF THE ARTS | $500 | |
| CORNELL SOCCER | ||||||||
| 130 E SENECA STREET | ITHICA | NY | 14850 | NONE | PC | TO SUPPORT EDUCATIONAL INSTITUTION ATHLETIC PROGRAM | $5,000 | |
| RIDE CLOSER TO FREEDOM | ||||||||
| YALE-NEW HAVEN HOSPITAL | NEW HAVEN | CT | 065089979 | NONE | PC | TO SUPPORT CANCER RESEARCH | $1,500 | PO BOX 1849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,200 | 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 | $23,672 | 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 | $6,977 | 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 | $30,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,649 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $551,191 | EOYBookValueAmt |
| EOYFMV | $671,841 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/CLOSED END FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $190,461 | BookValueAmt |
| EOYFMV | $203,617 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MERRILL LYNCH | Desc |
| BOY Book Value | $2,226 | BOYBookValueAmt |
| EOY Book Value | $2,136 | EOYBookValueAmt |
| EOYFMV | $2,136 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $13,070 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,070 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $410 | $410 |
| INTERNAL REVENUE SERVICE | $7,355 | $7,355 |
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