PANWY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PANWY FOUNDATION INC (EIN 13-6130759)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349100226
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T08:42:25-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060915666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENSPRING FAMILY OFFICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 GREENWICH OFFICE PARK | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136130759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PANWY FOUNDATION INC CO EAGLE CAP INT'L LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PANW | BusinessNameControlTxt |
| Phone | 2036616616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E PUTNAM AVE NO 3100 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH M WYMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2036616616 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENSPRING FAMILY OFFICES | PreparerPersonNm |
| PTIN | P01315405 | PTIN |
| Phone | 2036616616 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,145,188 | 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 | $32,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $676,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,049 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,806 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $54,653 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,653 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,243 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,735 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $363,526 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $279,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,111 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,497,656 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,362,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,849,324 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$278,356 | OtherAssetsBOYAmt |
| Other Assets EOY | -$182,927 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $158,753 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,498,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,316,915 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,145,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,498,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,316,915 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,498,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,316,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,498,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,316,915 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,498,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,370,413 | SubtotalAmt |
| Other Decreases | $53,498 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,316,915 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | P | $1,894 | $1,894 | $1,894 | |||
| ACL ALTERNATIVE FUND | P | $29,211 | $29,211 | $29,211 | |||
| ACL ALTERNATIVE FUND | P | $29,211 | $29,211 | $29,211 | |||
| HARBOR FD BD FD | P | $433 | -$2 | -$2 | 2014-06-27 | 2014-07-31 | $435 |
| HARBOR FD BD FD | P | $372 | $3 | $3 | 2013-09-27 | 2014-07-31 | $369 |
| HARBOR FD BD FD | P | $456 | $5 | $5 | 2014-03-28 | 2014-07-31 | $451 |
| HARBOR FD BD FD | P | $1,489 | $19 | $19 | 2013-12-18 | 2014-07-31 | $1,470 |
| HARBOR FD BD FD | P | $310 | -$21 | -$21 | 2012-09-28 | 2014-07-31 | $331 |
| HARBOR FD BD FD | P | $29,279 | -$913 | -$913 | 2010-05-18 | 2014-07-31 | $30,192 |
| HARBOR FD BD FD | P | $508 | -$13 | -$13 | 2013-03-29 | 2014-07-31 | $521 |
| HARBOR FD BD FD | P | $629 | -$14 | -$14 | 2012-03-30 | 2014-07-31 | $643 |
| HARBOR FD BD FD | P | $4,831 | -$95 | -$95 | 2012-12-18 | 2014-07-31 | $4,926 |
| HARBOR FD BD FD | P | $521 | -$8 | -$8 | 2009-09-30 | 2014-07-31 | $529 |
| HARBOR FD BD FD | P | $204 | -$3 | -$3 | 2010-03-31 | 2014-07-31 | $207 |
| HARBOR FD BD FD | P | $612 | -$5 | -$5 | 2011-06-30 | 2014-07-31 | $617 |
| HARBOR FD BD FD | P | $1,528 | -$6 | -$6 | 2009-12-21 | 2014-07-31 | $1,534 |
| HARBOR FD BD FD | P | $974 | $4 | $4 | 2011-12-19 | 2014-07-31 | $970 |
| HARBOR FD BD FD | P | $951 | $5 | $5 | 2011-03-31 | 2014-07-31 | $946 |
| HARBOR FD BD FD | P | $870 | $9 | $9 | 2011-09-30 | 2014-07-31 | $861 |
| HARBOR FD BD FD | P | $7,828 | $109 | $109 | 2010-12-20 | 2014-07-31 | $7,719 |
| HARBOR FD BD FD | P | $527 | $8 | $8 | 2013-06-28 | 2014-07-31 | $519 |
| HARBOR FD BD FD | P | $51,090 | $1,090 | $1,090 | 2009-07-16 | 2014-07-31 | $50,000 |
| HARBOR FD BD FD | P | $1,530 | -$4 | -$4 | 2014-06-27 | 2014-07-16 | $1,534 |
| HARBOR FD BD FD | P | $1,316 | $14 | $14 | 2013-09-27 | 2014-07-16 | $1,302 |
| HARBOR FD BD FD | P | $1,612 | $22 | $22 | 2014-03-28 | 2014-07-16 | $1,590 |
| HARBOR FD BD FD | P | $5,265 | $82 | $82 | 2013-12-18 | 2014-07-16 | $5,183 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,279 | -$10 | -$10 | 2014-09-02 | 2014-11-10 | $1,289 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,300 | -$8 | -$8 | 2014-06-02 | 2014-11-10 | $1,308 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,252 | -$5 | -$5 | 2014-07-01 | 2014-11-10 | $1,257 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,277 | -$3 | -$3 | 2014-11-03 | 2014-11-10 | $1,280 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,279 | $0 | $0 | 2014-08-01 | 2014-11-10 | $1,279 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,284 | $4 | $4 | 2014-05-01 | 2014-11-10 | $1,280 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $1,272 | $6 | $6 | 2014-05-01 | 2014-11-10 | $1,266 |
| HARBOR FD BD FD | P | $1,753 | -$119 | -$119 | 2010-09-30 | 2014-07-16 | $1,872 |
| HARBOR FD BD FD | P | $1,097 | -$69 | -$69 | 2012-09-28 | 2014-07-16 | $1,166 |
| HARBOR FD BD FD | P | $1,755 | -$69 | -$69 | 2010-06-30 | 2014-07-16 | $1,824 |
| HARBOR FD BD FD | P | $2,569 | -$91 | -$91 | 2012-06-29 | 2014-07-16 | $2,660 |
| HARBOR FD BD FD | P | $34,053 | -$947 | -$947 | 2010-05-19 | 2014-07-16 | $35,000 |
| HARBOR FD BD FD | P | $1,796 | -$41 | -$41 | 2013-03-29 | 2014-07-16 | $1,837 |
| HARBOR FD BD FD | P | $1,609 | -$31 | -$31 | 2012-03-30 | 2014-07-16 | $1,640 |
| HARBOR FD BD FD | P | $98,232 | -$1,768 | -$1,768 | 2010-04-15 | 2014-07-16 | $100,000 |
| HARBOR FD BD FD | P | $17,078 | -$293 | -$293 | 2012-12-18 | 2014-07-16 | $17,371 |
| HARBOR FD BD FD | P | $1,614 | -$21 | -$21 | 2009-09-30 | 2014-07-16 | $1,635 |
| HARBOR FD BD FD | P | $633 | -$8 | -$8 | 2010-03-31 | 2014-07-16 | $641 |
| HARBOR FD BD FD | P | $1,565 | -$10 | -$10 | 2011-06-30 | 2014-07-16 | $1,575 |
| HARBOR FD BD FD | P | $4,735 | -$8 | -$8 | 2009-12-21 | 2014-07-16 | $4,743 |
| HARBOR FD BD FD | P | $2,491 | $16 | $16 | 2011-12-19 | 2014-07-16 | $2,475 |
| HARBOR FD BD FD | P | $2,431 | $17 | $17 | 2011-03-31 | 2014-07-16 | $2,414 |
| HARBOR FD BD FD | P | $2,225 | $29 | $29 | 2011-09-30 | 2014-07-16 | $2,196 |
| HARBOR FD BD FD | P | $20,017 | $328 | $328 | 2010-12-20 | 2014-07-16 | $19,689 |
| HARBOR FD BD FD | P | $1,862 | $32 | $32 | 2013-06-28 | 2014-07-16 | $1,830 |
| HARBOR FD BD FD | P | $51,215 | $1,215 | $1,215 | 2009-07-16 | 2014-07-16 | $50,000 |
| HARBOR FD BD FD | P | $1,025 | $31 | $31 | 2009-06-30 | 2014-07-16 | $994 |
| HARBOR FD BD FD | P | $106,076 | $6,076 | $6,076 | 2009-05-04 | 2014-07-16 | $100,000 |
| VANGUARD FXD INC SECS INTRM INVGRDAD | P | $91,057 | -$1,056 | -$1,056 | 2013-10-21 | 2014-11-10 | $92,113 |
| ACL ALTERNATIVE FUND | P | -$301 | -$301 | $301 | |||
| CAPITAL GAINS DIVIDENDS | P | $47,551 | $47,551 | $47,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,049 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $220,215 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,045,936 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054429 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $338,653 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,066,547 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083278 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $295,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,088,694 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072336 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $364,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,117,742 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088628 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $267,258 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,125,239 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064786 | DistributionYr5Rt |
| Total Distribution | 0.363457 | TotalDistributionRt |
| Average Distribution | 0.072691 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,198,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $305,219 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $306,613 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $293,895 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,855 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,855 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $2,056 | OverpaymentAmt |
| Applied To ES Tax | $2,056 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH M WYMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036616616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ECI LLC 15 E PUTNAM AVE 3100 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RALPH M WYMAN | ||||||||
| 34 BALDWIN FARMS NORTH | GREENWICH | CT | 06831 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RUTH L RUSSELL | ||||||||
| 5025 ARLINGTON AVE | RIVERDALE | NY | 10471 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VIRGINIA W MEYER | ||||||||
| 71 RIDGEVIEW AVE | GREENWICH | CT | 06830 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CARLA BENKA | ||||||||
| 26 CIRCUIT ROAD | CHESTNUT HILL | MA | 02467 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PEGGY R ROSENBLUM | ||||||||
| 143 HOBART ROAD | NEWTON CENTRE | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LESLIE A W COOPER | ||||||||
| 26 THE RIDGEWAY | GREENWICH | CT | 06831 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| ALEXANDRA NP DORF | ||||||||
| 3 FULLER STREET APT6 | BROOKLINE | MA | 02446 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRISTINA WYMAN | ||||||||
| 207 EAST 74TH STREET APT2L | NEW YORK | NY | 10021 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,762,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $365,109 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,262,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,262,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,198,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,788 | TotalTaxAmt |
| Distributable Before Adj | $207,155 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $207,155 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $207,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $293,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $293,895 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,996 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $167,292 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,333 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $482,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $293,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $207,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,740 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $569,061 | 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 | $60,996 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $508,065 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $167,292 | ExcessFromYear4Amt |
| Excess From Year3 | $93,333 | ExcessFromYear3Amt |
| Excess From Year2 | $138,384 | ExcessFromYear2Amt |
| Excess From Year1 | $22,316 | ExcessFromYear1Amt |
| Excess From Current Year | $86,740 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP | |||||||
| 601 E STREET | WASHINGTON DC | DC | 20049 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| ALBERT SCHWEITZER FELLOWSHIP | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| AMHERST COLLEGE | |||||||
| AMHERST COLLEGE | AMHERST | MA | 10002 | DONEE | UNIVERSITY | CHARITABLE DONATION | $1,000 |
| AMERICAN HEART ASSOC-NYC AFFILIATE | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| AMERICAN RED CROSS | |||||||
| 540 NW UNIVERSITY BLVD | PORT ST LUCIE | FL | 34986 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,750 |
| ANDREW GOLKIN MEMORAIL SCHOLARSHIP FUND | |||||||
| 55 EXCHANGE PLACE FLOOR 6 | NEW YORK | NY | 10005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| AT HOME IN GREENWICH | |||||||
| 139 EAST PUTNAM AVE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | DONEE | UNIVERSITY | CHARITABLE DONATION | $1,000 |
| BOSTON PREPARATORY CHARTER PUBLIC SCHOOL | |||||||
| 43 BROAD STREET | HUDSON | MA | 01749 | DONEE | CHARTER PUBLIC SCHOO | CHARITABLE DONATION | $2,500 |
| BOSTON SYMPHONY ANNUAL FUND | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| BROOKLINE COMMUNITY FUND | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $8,000 |
| BROOKLINE EMERGENCY FOOD PANTRY | |||||||
| 15 ST PAULS STREET | BROOKLINE | MA | 02446 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| CALL A RIDE GREENWICH INC | |||||||
| 37 LAFAYETTE PLACE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| CANCER CARE | |||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| CENTER FOR FOOD ACTION INC | |||||||
| 192 WEST DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET FL 5 | NEW YORK | NY | 10016 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| CONNECTICUT FOOD BANK | |||||||
| 56 EAGLE STREET | WATERBURY | CT | 06708 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $450 |
| COUNCIL OF THE ARTS AT MIT | |||||||
| MIT | BOSTON | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $5,500 |
| CT PUBLIC TV & RADIO | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,200 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| FAMILY RE-ENTRY | |||||||
| 9 MOTT AVE 110 | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| FINCA INTERNATIONAL | |||||||
| 1101 14TH STREET | WASHINGTON | DC | 20005 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $550 |
| FIRST CHURCH IN CHESTNUT HILL | |||||||
| CHESTNUT HILL | NEWTONVILLE | MA | 02467 | DONEE | CHURCH | CHARITABLE DONATION | $3,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | DONEE | CHURCH | CHARITABLE DONATION | $51,500 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| FRIENDS OF NATHANIEL WITHERELL INC | |||||||
| 70 PARSOANGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| FRIENDS OF RONALD MCDONALD HOUSE | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| GLENVILLE VOLUNTEER FIRE COMPANY | |||||||
| 266 GLENVILLE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GOOD SHEPHARD COMMUNITY CARE | |||||||
| 1115 4TH AVENUE NORTH | SAUK RAPIDS | MN | 56379 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $10,250 |
| GREENWICH ARTS COUNCIL | |||||||
| 299 GREENWICH AVENUE | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $350 |
| GREENWICH CHAPLAINCY SERVICES | |||||||
| 70 PARSOANGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,250 |
| GREENWICH COMMUNITY PROJECTS FUND INC | |||||||
| 45 E PUTNAM AVE SUITE 121 | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| GREENWICH EMERGENCY MEDICAL SERVICE | |||||||
| 1111 E PUTNAM AVENUE | GREENWICH | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| GREENWICH LAND TRUST | |||||||
| 132 EAST PUTNAM AVENUE | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| GREENWICH LIBRARY | |||||||
| 101 WEST PUTNAM | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH SCHOLARSHIP ASSOCIATION | |||||||
| 132 E PUTNAM AVE | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| HABITAT FOR HUMANITY NEW YORK CITY | |||||||
| 111JOHN STREET | NEW YORK | NY | 10038 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| HANDELAND AND HAYDN SOCIETY | |||||||
| 9 HARDCOURT STREET | BOSTON | MA | 02116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| HARVARD MEDICAL GROUP | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | DONEE | UNIVERSITY | CHARITABLE DONATION | $4,000 |
| HILL HOUSE SENIOR RESIDENCE | |||||||
| 10 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| HOSPICE TREE | |||||||
| PUTNAM | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $150 |
| HOTCHKISS LIBRARY ANNUAL FUND | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $250 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| INSPIRICA INC | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| JONAS CENTER FOR NURSING EXCELLENCE | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $9,850 |
| LEAGUE OF WOMEN VOTERS | |||||||
| 1740 M STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| LIBERATION PROGRAMS INCORPORATED | |||||||
| 129 GLOVER AVENUE | NORWALK | CT | 06850 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| LUTHERAN CHURCH MISSOURI SYNOD | |||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| MAKE-A-WISH FOUNDATION INC OF CT | |||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 06611 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| MASCULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $3,000 |
| MEALS-ON-WHEELS | |||||||
| 1200 WASHINGTON AVENUE | MINNEAPOLIS | MN | 55415 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $450 |
| MEMORIAL SLOAN-KETTERING CANCER CENTE | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | DONEE | HOSPITAL | CHARITABLE DONATION | $900 |
| METEROPOLITAN OPERA ASSOCIATION | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| METROPOLITAN OPERA NEW ENGLAND REGIONAL AUDITIONS | |||||||
| 17 PARTRIDGE ROAD | LEXINGTON | MA | 02420 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $4,000 |
| MIDDLEBURY COLLEGE | |||||||
| OLD CHAPEL MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | DONEE | COLLEGE | CHARITABLE DONATION | $500 |
| MIT ANNUAL FUND | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | DONEE | UNIVERSITY | CHARITABLE DONATION | $1,000 |
| MORGAN MEMORIAL GOODWILL INDUSTRIES | |||||||
| 1010 HARRISON AVE | BOSTON | MA | 02119 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | DONEE | COLLEGE | CHARITABLE DONATION | $500 |
| NATIONAL JEWISH HEALTH | |||||||
| 7900 GLADES RD 410 | BOCA RATON | FL | 33434 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $650 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON DC | DC | 20001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| NATURE CONSERVANCY | |||||||
| AVAILABLE UPON REQUEST | GREENWICH | CT | 06831 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 1550 BLUE SPRUCE DRIVE | FORT COLLINS | CO | 80524 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| NEW YORK PSALM CHURCH | |||||||
| WHITESTONE | QUEENS | NY | 11357 | DONEE | CHURCH | CHARITABLE DONATION | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| NEW YORK RESTORATION PROJECT | |||||||
| 1 MARGARET CORBIN DRIVE | NEW YORK | NY | 10040 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $350 |
| NEWTON FREE LIBRARY | |||||||
| 330 HOMER STREET | NEWTON CENTER | MA | 02459 | DONEE | PUBLIC LIBRARY | CHARITABLE DONATION | $350 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| NORWALK COMMUNITY TECHNICAL COLLEGE FOUNDATION | |||||||
| 188 RICHARDS AVE | NORWALK | CT | 06854 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| NORTHFILED MT HERMON | |||||||
| 1 LAMPLIGHTER WAY | MONT HERMON | MA | 01354 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| PARSONAGE COTTAGE HOME | |||||||
| 88 PARSONAGE ROAD | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| PERU CONGREGATIONAL CHURCH | |||||||
| 1431 FOURTH STREET | PERU | IL | 61354 | DONEE | CHURCH | CHARITABLE DONATION | $500 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVENUE | PORT CHESTER | NY | 10573 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| PRINCETON THEOLOGICAL SEMINARY | |||||||
| 64 MERCER STREET | PRINCETON | NJ | 08542 | DONEE | SCHOOL | CHARITABLE DONATION | $1,000 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | DONEE | COLLEGE | CHARITABLE DONATION | $1,200 |
| READING PARTNERS | |||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| RECORDING FOR THE BLIND & DYSLEXIC | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| RIVERDALE COUNTRY SCHOOL | |||||||
| 5250 FIELDSTON ROAD | BRONX | NY | 10471 | DONEE | SCHOOL | CHARITABLE DONATION | $2,500 |
| RIVERDALE NEIGHBORHOOD HOUSE | |||||||
| 5521 MOSHOLU AVENUE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| RIVERDALE SENIOR SERVICES INC | |||||||
| 2600 NETHERLAND AVENUE | BRONX | NY | 10463 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| ROSIE'S PLACE | |||||||
| 1102 SOUTHWEST INVAHOE STREET | PORT ST LUCIE | FL | 34983 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| ROUND HILL VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 8 4 MAIN STREET | ROUND HILL | VA | 20142 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SALISBURY VISITING NURSE ASSOCIATION | |||||||
| 30A SALMON KILL ROAD | SALISBURY | CT | 06068 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| SELF-HELP COMMUNITY SERVICES | |||||||
| 520 EIGTH AVENUE | NEW YORK | NY | 10018 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| SHELTER FOR THE HOMELESS INC | |||||||
| PO BOX 1252 | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SHERRILL HOUSE INCORPORATED | |||||||
| 135 SOUTH HUNTINGTON AVENUE | JAMAICA PLAIN | MA | 02130 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| SMITH COLLEGE | |||||||
| 102 LOWER COLLEGE LANE | NORTHAMPTON | MA | 01063 | DONEE | COLLEGE | CHARITABLE DONATION | $150 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| SPRINGWELL INC | |||||||
| 125 WALNUT STREET | WATERTOWN | MA | 02472 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| ST MICHAEL'S CHURCH OF GREENWICH | |||||||
| 469 NORTH STREET | GREENWICH | CT | 06830 | DONEE | CHURCH | CHARITABLE DONATION | $3,000 |
| STRATTON FOUNDATION | |||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| SUNTRUST UNITED WAY | |||||||
| 1 LAFAYETTE CT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $11,000 |
| THE CARCINOID CANCER FOUNDATION | |||||||
| 333 MAMARONECK AVENUE 492 | WHITE PLAINS | NY | 10605 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,500 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $400 |
| THE COMMUNITY CHEST OF ENGLEWOOD | |||||||
| 122 SOUTH VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $3,500 |
| THE CONCORD COALITION | |||||||
| 1011 ARLINGTON BLVD | ARLINGTON | VA | 22209 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| THE DOE FUND INC | |||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,000 |
| THE ELISABETH MORROW SCHOOL | |||||||
| 435 LYDECKER STREET | ENGLEWOOD | NJ | 07631 | DONEE | SCHOOL | CHARITABLE DONATION | $3,500 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | DONEE | CHARITABLE ORGANIZAT | CHARITABLE DONATION | $500 |
| THE HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | DONEE | SCHOOL | CHARITABLE DONATION | $500 |
| THE LIGHTHOUSE | |||||||
| 111 E 59TH STREET | NEW YORK | NY | 10022 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| THE LOOMIS CHAFFEE SCHOOL | |||||||
| 4 BATCHELDER ROAD | WINSOR | CT | 06095 | DONEE | SCHOOL | CHARITABLE DONATION | $1,000 |
| THE PREPARATORY FOUNDATION | |||||||
| 1286 HYDE PARK AVE | HYDE PARK | MA | 02136 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $5,000 |
| THE PUBLIC THEATERNYSF | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $2,000 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $700 |
| THE YERWOOD CENTER | |||||||
| 90 FAIRFIELD AVENUE | STAMFORD | CT | 06902 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| THIRTEENIWNET NEW YORK | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $1,500 |
| THIRD SECTOR NEW ENGLANDSTS FUND | |||||||
| 200 CLARENDON STREET 29TH FLOOR | BOSTON | MA | 02116 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| TRANSPORTATION ASSOC OF GREENWICH | |||||||
| 13 RIVERSIDE AVE | RIVERSIDE | CT | 03878 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| TRINITY EPISCOPAL CHURCH | |||||||
| 11 CHURCH STREET | TARIFFVILLE | CT | 06081 | DONEE | CHURCH | CHARITABLE DONATION | $1,500 |
| UNITED PARISH AUBURNDALE | |||||||
| 64 HANCOCK STREET | NEWTON | MA | 02466 | DONEE | CHURCH | CHARITABLE DONATION | $12,500 |
| UNITED WAY OF GREENWICH | |||||||
| 1 LAFAYETTE COURT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $27,500 |
| UNITED WAY OF MASS BAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $500 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 255 E MAIN STREET SUITE 301 | PULLMAN | WA | 99164 | DONEE | UNIVERSITY | CHARITABLE DONATION | $4,500 |
| USO WORLD HEADQUARTERS | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| VISITING NURSE SERVICE OF NEW YORK | |||||||
| NEW YORK | NEW YORK | NY | 10010 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $600 |
| VOLUNTEERS OF AMERICA | |||||||
| 340 WEST 85TH STREET | NEW YORK | NY | 10024 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| WAVE HILL | |||||||
| 675 WEST 252ND STREE | BRONX | NY | 10471 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $200 |
| WGBH RADIO & TV | |||||||
| ONE GUEST | BOSTON | MA | 02135 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $300 |
| WOMENS OPPORTUNITY FUND | |||||||
| 2122 YORK ROAD | OAK BROOK | IL | 60523 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $250 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $100 |
| GREENWICH UNITED WAY | |||||||
| 1 LAFAYETTE CT | GREENWICH | CT | 06830 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $25,000 |
| HIGHER ACHIEVEMENT PROGRAM | |||||||
| 317 8TH STREET NE | WASHINGTON | DC | 20002 | DONEE | NON PROFIT ORGANIZAT | CHARITABLE DONATION | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,450 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202,806 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,806 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CARLA M W BENKA | ||||||
| 1 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $15,000 | Yes (X) |
| ROSS WYMAN | ||||||
| 2 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $2,500 | Yes (X) |
| RICHARD W BENKA | ||||||
| 3 | C/O ECI LLC 15 E PUTNAM AVE3100 | GREENWICH | CT | 06830 | $15,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS-US EQUITIES | AT COST | $1,196,000 | $1,635,906 |
| MUTUAL FUNDS-GLOBAL EQUITIES | AT COST | $850,815 | $853,797 |
| MUTUAL FUNDS-BONDS | AT COST | $1,021,597 | $1,010,495 |
| ABBEY CAPITAL ACL ALTENATIVE FUND | AT COST | $187,683 | $206,356 |
| SPDR GOLD TRUST SHS | AT COST | $106,636 | $142,770 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMA MULTISTRATEGY OFFSHORE FD | -$278,356 | -$283,529 | $58,200 |
| BLACKSTONE ALT INV FDS | $100,602 | $100,553 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT IN ACL ALTERNATIVE FUND | $49,390 |
| PARTIAL REDEMPTION OF INVESTMENT IN AMA MULTISTRATEGY OFFSHORE FD | $1,894 |
| ACCRUED INCOME | $2,214 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE ANNUAL FEES | $445 | $0 | $445 |
| VIA ACL ALTERNATIVE FUND LIMITED | $8,735 | $8,735 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $54,653 | Amt |
| Net Investment Income | $54,653 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,193 | $0 | $0 |
| FEDERAL TAXES | $5,050 | $0 | $0 |
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