SBW FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SBW FOUNDATION (EIN 20-0703467)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-03
- IRS object ID
- 201523079349100202
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-03T06:19:02-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN MOSKOWITZ CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 WHITE PLAINS RD 5TH FL | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105915187 | 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 | 200703467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SBWF | BusinessNameControlTxt |
| Phone | 8603461570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SUSAN WASCH-PO BOX 1502 | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN B WASCH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8603461570 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN MOSKOWITZ CPA | PreparerPersonNm |
| Phone | 9143666714 | PhoneNum |
| Preparation | 2015-11-03 | PreparationDt |
| 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 | $1,436,478 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $163,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,309 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,978 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,379 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $51,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,159 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,970 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,970 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,800 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,321 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $69 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,554 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,384 | CashBOYAmt |
| Cash EOY | $5,524 | CashEOYAmt |
| Cash EOYFMV | $5,524 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $91,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,941 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,941 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $694,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $710,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,388,013 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $792,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $759,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,436,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $792,491 | RetainedEarningBOYAmt |
| Retained Earning EOY | $759,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $792,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $759,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $792,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $759,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $792,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,246 | ExcessRevenueOverExpensesAmt |
| Subtotal | $759,245 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $759,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE STREET SECURITIES TRANSACTIONS | P | 2013-01-01 | 2014-07-01 | $160,287 | $0 | $141,173 | $19,114 | $0 | $0 | $0 | $19,114 |
| CAPITAL GAIN DISTRIBUTION-STATE STREET | P | 2013-01-01 | 2014-12-31 | $2,120 | $0 | $0 | $2,120 | $0 | $0 | $0 | $2,120 |
| CAPITAL GAIN FROM PASS THRU ENTITY | P | 2013-01-01 | 2014-12-31 | $1,075 | $0 | $0 | $1,075 | $0 | $0 | $0 | $1,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,479 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,348,327 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060430 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,432 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,181,459 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064693 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,061 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,172,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057178 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,640 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,048,714 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062591 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,384 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $934,810 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067804 | DistributionYr5Rt |
| Total Distribution | 0.312696 | TotalDistributionRt |
| Average Distribution | 0.062539 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,469,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,903 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $430 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,333 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,445 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $860 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $860 | SubtotalAmt |
| Tax Based On Investment Income | $860 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,400 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $517 | OverpaymentAmt |
| Applied To ES Tax | $517 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN B WASCH | IndividualWithBooksNm |
| Phone | 8603461570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 COLEMAN ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065475065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN B WASCH | ||||||||
| 150 COLEMAN ROAD | MIDDLETOWN | CT | 06457 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM K WASCH | ||||||||
| 150 COLEMAN ROAD | MIDDLETOWN | CT | 06457 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,405,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,491,916 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,491,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,469,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $860 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $860 | TotalTaxAmt |
| Distributable Before Adj | $72,617 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,617 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,617 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,445 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,445 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $76,445 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,617 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $34,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,445 | QualifyingDistributionsAmt |
| Applied To Current Year | $72,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,828 | RemainingDistriFromCorpusAmt |
| Total Corpus | $120,142 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $120,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $34,835 | ExcessFromYear2Amt |
| Excess From Year1 | $81,479 | ExcessFromYear1Amt |
| Excess From Current Year | $3,828 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN B WASCH | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN B WASCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 COLEMAN ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064575065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8603461570 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FOCUS | ||||||
| PO BOX 1027 | NEW CANAAN | CT | 06840 | EXEMPT | RELIGIOUS INSTITUTIONFURTHER PURPOSE OF | $1,000 |
| (no name) | ||||||
| $0 | ||||||
| CHURCH OF THE HOLY TRINITY | ||||||
| 381 MAIN STREET | MIDDLETOWN | CT | 06457 | EXEMPT | RELIGIOUS INSTITUTIONFURTHER PURPOSE OF | $20,000 |
| (no name) | ||||||
| $0 | ||||||
| METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NY | NY | 10023 | EXEMPT | PERFORMING ARTSFURTHER PURPOSE OF | $2,500 |
| (no name) | ||||||
| $0 | ||||||
| SMITH COLLEGE | ||||||
| COMSTOCK SCHOLARS PROGRAM | NORTHAMPTON | MA | 01063 | EXEMPT | ADA COMSTOCKTO SUPPORTFUND | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| WESLEYAN UNIVERSITY | ||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06457 | EXEMPT | WASCH CENTERTO SUPPORT THEENDOWMENT | $25,000 |
| (no name) | ||||||
| $0 | ||||||
| CT PUBLIC BROADCASTING NETWORK | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | EXEMPT | PUBLIC BROADCASTINGFURTHER PURPOSE OF | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| MIDDLESEX MEMORIAL HOSPITAL | ||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | EXEMPT | MEDICINEFURTHER PURPOSE OF | $5,000 |
| (no name) | ||||||
| $0 | ||||||
| UNITED WAY OF MIDDLESEX COUNTY | ||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06457 | EXEMPT | COMMUNITY SERVICEFURTHER PURPOSE OFPROJECTS | $1,000 |
| (no name) | ||||||
| $0 | ||||||
| NATIONAL COUNCIL ON AGING INC | ||||||
| 1901 L STREET NW 4TH FLOOR | WASHINGTON | DC | 20036 | EXEMPT | IMPROVING THE LIVESFURTHER PURPOSE OFOF OLDER ADULTS | $500 |
| (no name) | ||||||
| $0 | ||||||
| COLUMBIA GRADUATE SCHOOL OF BUSINESS | ||||||
| 3022 BROADWAY ROOM 101 | NYC | NY | 10027 | EXEMPT | EDUCATIONFURTHER PURPOSE OF | $500 |
| (no name) | ||||||
| $0 | ||||||
| CONNECTICUT FUND FOR THE ENVIRONMENT | ||||||
| 142 TEMPLE STREET 3RD FLOOR | NEW HAVEN | CT | 06510 | EXEMPT | IMPROVING LAND, AIR ANDFURTHER PURPOSE OFWATER OF CT. AND L.I. SOUND | $500 |
| (no name) | ||||||
| $0 | ||||||
| CONCORDIA COLLEGE | ||||||
| 171 WHITE PLAINS ROAD | BRONXVILLE | NY | 10708 | EXEMPT | WASCH KLEMMTO FUND THE HELENSCHOLARSHIP | $1,000 |
| (no name) | ||||||
| $0 | ||||||
| JONAH CENTER | ||||||
| PO BOX 854 | MIDDLETOWN | CT | 06457 | EXEMPT | & PRESERVING ECOLOGICALLYFURTHER PURPOSE OF RESTORINGAREAS IN MIDDLETOWN CT | $700 |
| (no name) | ||||||
| $0 | ||||||
| MIDDLESEX LAND TRUST | ||||||
| 27 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | EXEMPT | & PRESERVING ECOLOGICALLYFURTHER PURPOSE OF RESTORINGAREAS IN MIDDLETOWN CT | $250 |
| (no name) | ||||||
| $0 | ||||||
| THE MASTERS SCHOOL | ||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10522 | EXEMPT | DEVELOPMENT AND SABBATICALTO FUND FACULTYINITIATIVES | $5,000 |
| (no name) | ||||||
| $0 | ||||||
| MIDDLESEX COMMUNITY FOUNDATION | ||||||
| 211 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | EXEMPT | USING RESOURCES TO SUPPORTFURTHER PURPOSE OFPOSITIVE IMPACT IN COMMUNITY | $5,000 |
| (no name) | ||||||
| $0 | ||||||
| COLUMBIA UNIVERSITY | ||||||
| PO BOX 1385 | NEW YORK | NY | 10008 | EXEMPT | PARKINSON'S RESEARCHTO SUPPORT THE WATERSFUND | $500 |
| (no name) | ||||||
| $0 | ||||||
| THE CONNECTION | ||||||
| 79 MAPLE STREET | SUMMIT | NJ | 07901 | EXEMPT | HAS THE MISSION OF FOSTERINGNON-PROFIT ORGANIZATION THATCOMPUTER PROGRAMS | $1,000 |
| (no name) | ||||||
| $0 | ||||||
| INDIAN HILL CHAPEL RESTORATION | ||||||
| 383 WASHINGTON ST | MIDDLETOWN | CT | 06457 | EXEMPT | RESTORATION OFTO FUNDGOTHIC CHAPEL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,310 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,980 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,309 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS THRU ENTITY | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $399 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,159 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STEVEN MOSKOWITZ CPA PC ACCOUNTING | CategoryTxt |
| Amt | $3,940 | Amt |
| Net Investment Income | $1,970 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,970 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| STATE STREET SECURITIES TRANSACTIONS | Purchased | 2014-07 | $160,288 | $141,174 | $19,114 | |
| CAPITAL GAIN DISTRIBUTION | Purchased | $2,120 | $2,120 | 2014-12 | ||
| CAPITAL GAIN FROM PASS THRU ENTITY | Purchased | 2014-12 | $1,075 | $1,075 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PORTFOLIO INVESTMENTS | StockNm |
| EOY Book Value | $710,780 | EOYBookValueAmt |
| EOYFMV | $1,388,013 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PO BOX FEE | $50 | $25 | $25 |
| PORTFOLIO DEDUCTIONS FROM PASS THRU ENTITY | $19 | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME FROM PASS THRU ENTITY | $399 | $399 |
| ROYALTIES | $3,980 | $3,980 |
| CHANGE IN UNREALIZED GAIN | $2,599 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE STREET BANK CUSTODY FEE | $661 | $661 |
| STATE STREET BANK INV ADVISORY FEES | $2,097 | $2,097 |
| STATE STREET BANK ADR FEES | $42 | $42 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $2,420 | |
| FOREIGN TAXES | $699 | $699 |
| ROYALTY EXPENSES | $622 | $622 |
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