THE BRETT BARAKETT FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE BRETT BARAKETT FOUNDATION (EIN 20-0832184)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201641379349103474
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T16:16:11-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| 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 | 200832184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRETT BARAKETT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TREMBLANT PARTNERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARA | BusinessNameControlTxt |
| Phone | 2127357440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT BARAKETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127357440 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH KLUEMPER | PreparerPersonNm |
| PTIN | P00739411 | PTIN |
| Phone | 6462135100 | PhoneNum |
| 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 | $10,931,251 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,489 | 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 |
| Taxes Rev And Expnss | $5,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $549,653 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $549,653 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $557,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $549,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$452,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,302 | CashBOYAmt |
| Cash EOY | $32,411 | CashEOYAmt |
| Cash EOYFMV | $32,411 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,810,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,470,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,990,142 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,849,783 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,849,783 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,908,698 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,722,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,352,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,931,251 | 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 | $82,932 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,722,148 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,269,485 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,722,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,352,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,722,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,352,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,722,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$452,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $82,932 | OtherIncreasesAmt |
| Subtotal | $7,352,417 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,352,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,700 SHS UNION PACIFIC CORP | P | 2015-12-10 | $131,741 | $140,119 | -$8,378 | -$8,378 |
| CAPITAL GAINS DIVIDENDS | P | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,377 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $443,267 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,845,453 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $574,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,682,762 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059319 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $362,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,039,025 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045105 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $361,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,051,167 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044838 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $377,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,826,239 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048174 | DistributionYr5Rt |
| Total Distribution | 0.238307 | TotalDistributionRt |
| Average Distribution | 0.047661 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,092,137 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $528,662 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,135 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $529,797 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $549,653 | 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 | $1,135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,865 | OverpaymentAmt |
| Applied To ES Tax | $2,865 | 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 | NY | 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 | ALICIA PATRIMONIO | IndividualWithBooksNm |
| Phone | 2127357440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TREMBLANT PTNRS 767 FIFTH AVE | AddressLine1Txt |
| Address Line2 | 12A | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | 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 |
|---|---|---|---|---|---|---|---|---|
| BRETT BARAKETT CO TREMBLANT PTNRS | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALICIA PATRIMONIO CO TREMBLANT PTNR | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | TREASURER | 0.00 | $0 | $0 | $0 |
| JAMES ECKERT CO TREMBLANT PTNRS | ||||||||
| 767 FIFTH AVE | NEW YORK | NY | 10153 | SECRETARY | 0.00 | $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 | $3,356,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,845,274 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,261,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,261,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,092,137 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $554,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $554,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,135 | TotalTaxAmt |
| Distributable Before Adj | $553,472 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $553,472 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $553,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $549,653 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $549,653 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,135 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $548,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $93,734 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $93,734 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $549,653 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $549,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,819 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,819 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,915 | 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 | $89,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $89,915 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRETT BARAKETT CO TREMBLANT PTNRS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A BETTER BALANCE | ||||||||||||
| 80 MAIDEN LANE SUITE 606 | NEW YORK | NY | 10038 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |||||
| AMERICAN HEART ASSOICATION | ||||||||||||
| PO BOX 954 | WILTON | NH | 03086 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 520 W 49TH ST | NEW YORK | NY | 10019 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |||||
| BOYS AND GIRLS CLUB OF GREENWICH | ||||||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| BRUNSWICK SCHOOL | ||||||||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $75,717 | |||||
| BRYAM VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| 75 HOLLY HILL LANE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| CANADIAN HOCKEY FOUNDATION US | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $5,000 | N204-801 KING EDWARD AVENUE | OTTAWA | ONTARIO | CA | K1N 6N5 | ||||
| CHILDREN OF THE FALLEN PATRIOTS | ||||||||||||
| PO BOX 181 | OLD GREENWICH | CT | 06870 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 116TH ST BROADWAY | NEW YORK | NY | 10027 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |||||
| CT FUND FOR THE ENVIRONMENT | ||||||||||||
| 142 TEMPLE STREET SUITE 305 | NEW HAVEN | CT | 06510 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| FRED'S TEAM | ||||||||||||
| 633 THIRD AVENUE 4TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| GREENWICH ACADEMY | ||||||||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $206,936 | |||||
| GREENWICH HOSPITAL FOUNDATION | ||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| GREENWICH LIBRARY | ||||||||||||
| TRUSTEES OFFICE 101 PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| GREENWICH POINT CONSERVATORY | ||||||||||||
| PO BOX 377 | OLD GREENWICH | CT | 06870 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| GREENWICH POLICE DEPARTMENT | ||||||||||||
| 11 BRUCE PLACE | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| HARVARD BUSINESS SCHOOL | ||||||||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| IVEY BUSINESS SCHOOL UWO | ||||||||||||
| N/A | 501(C)(3) PUBLIC CHA | GENREAL SUPPORT | $25,000 | 1255 WESTERN ROAD | LONDON | ONTARIO | CA | N6G 0N1 | ||||
| JOYFUL HEART FOUNDATION | ||||||||||||
| 32 W 22ND ST 4 | NEW YORK | NY | 10010 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 | |||||
| LOWER CANADA COLLEGE | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $1,000 | 4090 AVENUE ROYAL | MONTREAL | QUEBEC | CA | H4A 2M5 | ||||
| LOYOLA HIGH SCHOOL | ||||||||||||
| N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $2,500 | 7272 SHERBROOKE ST WEST | MONTREAL | QUEBEC | CA | H4B 1R2 | ||||
| NYU SCHOOL OF MEDICINE | ||||||||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $35,000 | |||||
| ONE GIRL INC | ||||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $70,000 | |||||
| SOUNDKEEPER | ||||||||||||
| PO BOX 4058 | NORWALK | CT | 06855 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| THE GREENWICH LAND TRUST | ||||||||||||
| 132 E PUTNAM AVE | GREENWICH | CT | 06807 | N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $1,000 | |||||
| USA HOCKEY FOUNDATION | ||||||||||||
| 1775 BOB JOHNSON DRIVE | COLORADO SPRINGS | CO | 80906 | N/A | EXEMPT ORGANIZATION | GENERAL SUPPORT | $5,000 | |||||
| WATERSIDE SCHOOL | ||||||||||||
| 535 FAIRFIELD AVENUE | STAMFORD | CT | 06902 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |||||
| GIVE KIDS THE WORLD | ||||||||||||
| 210 S BASS RD | KISSIMMEE | FL | 34746 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| TSERINGS EARTHQUAKE RELIEF | ||||||||||||
| 750 LONE MOUNTAIN TRAIL | BIG SKY | MT | 59716 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| ABILIS | ||||||||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |||||
| THE GREENWICH TEEN CENTER | ||||||||||||
| 100 ARCH ST | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |||||
| ICAHN SCHOOL OF MEDICINE | ||||||||||||
| 1428 MADISON AVE | NEW YORK | NY | 10029 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 | |||||
| FORDHAM THE CENTER FOR NONPROFIT | ||||||||||||
| 113 WEST 60TH STREET | NEW YORK | NY | 10023 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |||||
| GREENWICH YOUTH LACROSSE | ||||||||||||
| 380 NORTH ST | GREENWICH | CT | 06830 | N/A | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $549,653 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,486 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,115 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,115 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 4 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 7 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
| 8 | INVESTMENT INCOME GENERATED TO BE GRANTED AT A LATER DATE |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,470,223 | EOYBookValueAmt |
| EOYFMV | $2,990,142 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TREMBLANT PARTNERS LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,849,783 | BookValueAmt |
| EOYFMV | $7,908,698 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFESSIONAL FEES | Desc |
| Revenue And Expenses Per Books | $3,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND COST OF SECURITIES CONTRIBUTED | Desc |
| Amt | $82,932 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAX | $750 | $0 | $0 |
| FEDERAL INCOME TAX | $4,375 | $0 | $0 |