JAMES AND AMY BENNETT FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND AMY BENNETT FOUNDATION (EIN 46-4196513)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201631319349101628
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T15:07:32-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 Avenue of the Americas | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 464196513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND AMY BENNETT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2033533101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Stamford Plaza No 1501 | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BENNETT | PersonNm |
| Person Title | chairman | PersonTitleTxt |
| Phone | 2033533101 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David G Logan | PreparerPersonNm |
| PTIN | P01398495 | PTIN |
| Phone | 2122970400 | PhoneNum |
| 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 | $9,374,989 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$189,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,603,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$49,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,712 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $869 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $869 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,492 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $511,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $511,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $538,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $513,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$587,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,931 | CashBOYAmt |
| Cash EOY | $1,165,351 | CashEOYAmt |
| Cash EOYFMV | $1,165,351 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,822 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,058 | AcctRcvblAmt |
| Acct Rcvbl BOY | $11,349 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,058 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,058 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $9,493,861 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,874,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,175,758 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,661,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,073,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,374,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,661,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,073,732 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,661,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,073,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,661,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,073,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,661,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$587,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,073,732 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,073,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | bank of new york | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,603,636 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,792,642 | CostOrOtherBasisAmt |
| Gain Or Loss | -$189,006 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$189,006 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$189,006 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $510,314 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,142,240 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050316 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,079,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.050316 | TotalDistributionRt |
| Average Distribution | 0.025158 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,951,183 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $250,352 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,188 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $251,540 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $513,806 | 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 | $1,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $572 | OverpaymentAmt |
| Applied To ES Tax | $572 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LORI PENCHUK | IndividualWithBooksNm |
| Phone | 2033533101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STAMFORD PLAZA SUITE 1501 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LORI PENCHUK | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | SECRETARY, treasurer | 1.00 | $0 | $0 | $0 |
| JAMES d BENNETT | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | chairman | 1.00 | $0 | $0 | $0 |
| AMY c BENNETT | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | president | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,852,697 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,058 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,102,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,102,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,951,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,188 | TotalTaxAmt |
| Distributable Before Adj | $496,371 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $496,371 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $496,371 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $513,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $513,806 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,188 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $512,618 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $752 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $752 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $513,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $496,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,435 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,187 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $752 | ExcessFromYear1Amt |
| Excess From Current Year | $17,435 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES d BENNETT | ContributingManagerNm |
| Contributing Manager | AMY c BENNETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABC Of New Canaan | ||||||
| PO Box 355 | new canaan | CT | 06840 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Beat the Streets | ||||||
| 145 Thompson St | New York | NY | 10012 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Beat The Streets Philadelphia | ||||||
| 714 Market St Ste 402 | philadelphia | PA | 19106 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| Boys & Girls Club Stamford | ||||||
| 347 Stillwater Ave | stamford | CT | 06902 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Chicago Run | ||||||
| 3611 N Kedzie | chicago | IL | 60618 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Corry Community Foundation | ||||||
| 459 West 6th Street | erie | PA | 16507 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $135,000 |
| Corry Public Library | ||||||
| 117 W Washington Street | Corry | PA | 16407 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Eagle Hill Southport | ||||||
| 214 Main St | southport | CT | 06890 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| Harvard Business School | ||||||
| Soldiers Field | Boston | MA | 02163 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Nantucket STAR | ||||||
| PO Box 3423 | nantucket | MA | 02584 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| NC YMCA | ||||||
| 500 E Morehead St Ste 300 | charlotte | NC | 28202 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| New Canaan All Sport Booster Club | ||||||
| C/O 11 Farm Road | new canaan | CT | 06840 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $14,000 |
| New Canaan Community Foundation | ||||||
| 111 Cherry St | New Canaan | CT | 06840 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $25,000 |
| New Canaan Youth Field Hockey | ||||||
| 62 Running Brook Lane | New Canaan | CT | 06840 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| NWCA - Women's Intercollegiate Coaches | ||||||
| PO Box 254 | Manheim | PA | 17545 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| Outrun 38 | ||||||
| 1094 Main St | branford | CT | 06405 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| Panthera | ||||||
| 8 W 40TH St Fl 18 | New York | NY | 10018 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Robin Hood | ||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| St Lukes Foundation | ||||||
| 5923 Royal Ln | dallas | TX | 75230 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| Success Academy Charter Schools | ||||||
| 95 Pine St Fl 6 | New York | NY | 10005 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| The Eugene Kinasewich Fund Inc | ||||||
| 111 Maplewood Ave Ste D | portsmouth | NH | 03801 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| The Kingsley Trust | ||||||
| 201934 Yale Station | new haven | CT | 06520 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Tilton School | ||||||
| 30 School St | tilton | NH | 03276 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| Trinity Episcopal Church | ||||||
| PO Box 100085 | fort worth | TX | 76185 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $7,500 |
| US Wrestling Foundation | ||||||
| 35 Canoe Brook Road | short hills | NJ | 07078 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| USA Wrestling | ||||||
| 6115 lehman drive | colorado springs | CO | 80918 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $155,000 |
| West Pittston Library | ||||||
| Corner Of Warner And Exeter Av | west piston | PA | 18643 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| Wyoming Seminary | ||||||
| 201 N Sprague Ave | kingston | PA | 18704 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| YMCA of Corrry | ||||||
| 906 N Center Street | Corry | PA | 16407 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $511,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$189,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$49,294 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$49,294 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY | $5,282,953 | $5,348,200 |
| interactive brokers | $91,548 | $101,935 |
| gresham | $2,500,000 | $2,725,623 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal | CategoryTxt |
| Legal Fees | $869 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $869 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| annual filing | $62 | $0 | $62 |
| BNY transaction fees | $4,915 | $4,915 | $0 |
| GRESHAM INV MANAGEMENT FEE | $14,086 | $14,086 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $3,492 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments