THE WHITTINGHAM FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE WHITTINGHAM FAMILY FOUNDATION INC (EIN 06-1476873)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201521339349100602
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T07:08:34-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060886632PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEINSTEIN & ANASTASIO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HAMDEN CTR 2319 WHITNEY AVE STEAddressLine1Txt
Address Line22AAddressLine2Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06518ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061476873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WHITTINGHAM FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHITBusinessNameControlTxt
Phone2039650400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 HIGH RIDGE ROAD 2ND FLOORAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06905ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW WHITTINGHAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2039650400PhoneNum
Signature2015-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVINCENZO FINIPreparerPersonNm
PTINP00172149PTIN
Phone2033972525PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$845,409FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$847,080ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$847,080TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,035AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$3,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$578,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$578,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$581,335TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$578,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$265,745ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$579,664CashBOYAmt
Cash EOY$845,409CashEOYAmt
Cash EOYFMV$845,409CashEOYFMVAmt
Total Assets BOY$579,664TotalAssetsBOYAmt
Total Assets EOY$845,409TotalAssetsEOYAmt
Total Assets EOYFMV$845,409TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$579,664UnrestrictedBOYAmt
Unrestricted EOY$845,409UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$579,664TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$845,409TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$579,664TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$845,409TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$579,664TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$265,745ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$845,409SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$845,409TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$551,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$435,867NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.265294DistributionYr1Rt
Adjusted Qlfy Distri Yr2$541,210AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$301,351NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.795946DistributionYr2Rt
Adjusted Qlfy Distri Yr3$512,100AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$245,736NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.083944DistributionYr3Rt
Adjusted Qlfy Distri Yr4$611,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$267,347NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.285419DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$888,325NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045029DistributionYr5Rt
Total Distribution7.475632TotalDistributionRt
Average Distribution1.495126AverageDistributionRt
Net Vl Noncharitable Assets$602,065NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$900,163AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$900,163AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$578,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,172EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,172TotalPaymentsAndCreditsAmt
Overpayment$2,172OverpaymentAmt
Applied To ES Tax$2,172AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDREW WHITTINGHAMIndividualWithBooksNm
Phone2039650400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11200 HIGH RIDGE ROAD 2ND FLOORAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06905ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREW WHITTINGHAMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 TANGLEWOOD LANEAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06903ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$611,234AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$611,234TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$611,234AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,169CashDeemedCharitableAmt
Net Vl Noncharitable Assets$602,065NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,103MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,103MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$30,103DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,103DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,103DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$578,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$578,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$578,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,103DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$597,633ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$499,813ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$526,142ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$529,707ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,153,295TotalExcessDistributionCyovAmt
Qualifying Distributions$578,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,103AppliedToCurrentYearAmt
Remaining Distri From Corpus$548,197RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,701,492TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,701,492ExcessDistriCyovToNextYrAmt
Excess From Year4$597,633ExcessFromYear4Amt
Excess From Year3$499,813ExcessFromYear3Amt
Excess From Year2$526,142ExcessFromYear2Amt
Excess From Year1$529,707ExcessFromYear1Amt
Excess From Current Year$548,197ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
372 DANBURY ROADWILTONCT06897PUBLICGENERAL$14,000
BLAKE BILLMEYER GOLF TOURNAMENT
2 TRYON ROADNORWALKCT06854PUBLICGENERAL$1,000
NORWALK HOSPITAL FOUNDATION
34 MAPLE STREETNORWALKCT06856PUBLICGENERAL$501,000
SILVER HILL HOSPITAL
208 VALLEY ROADNEW CANAANCT06840PUBLICGENERAL$1,000
ST VINCENT MEDICAL CENTER
2800 MAIN STBRIDGEPORTCT06606PUBLICGENERAL$5,000
STAMFORD CENTER FOR THE ARTS
61 ATLANTIC STSTAMFORDCT06901PUBLICGENERAL$26,800
STAMFORD DOLLARS FOR SCHOLARS
PO BOX 3559STAMFORDCT06905PUBLICGENERAL$10,000
OUR LADY OF MONTSERRAT CHURCH
1 ST BENEDICT CIRCLESTAMFORDCT06902PUBLICGENERAL$1,000
STAMFORD SPECIAL SERVICES DISTRICT
5 LANDMARK SQUARESTAMFORDCT06901PUBLICGENERAL$15,000
STEPPING STONES MUSEUM
303 WEST AVENUENORWALKCT06850PUBLICGENERAL$1,000
TEAM CURE CHALLENGE
CARLTON STREETBUFFALONY14203PUBLICGENERAL$500
ABILIS FOUNDATION
1150 SUMMER STREETSTAMFORDCT06905PUBLICGENERAL$1,000
WHITTINGHAM CANCER CENTER
24 STEVENS STNORWALKCT06850PUBLICGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$578,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ESTATE OF JEAN WHITTINGHAM
11200 HIGH RIDGE ROAD 2ND FLOORSTAMFORDCT06905$500,000Yes (X)
JEAN H WHITTINGHAM NONGRANTOR CHARI
21200 HIGH RIDGE ROAD 2ND FLOORSTAMFORDCT06905$347,080Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,035Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF JEAN WHITTINGHAMBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 HIGH RIDGE ROAD 2ND FLOORAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06905ZIPCd

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