2015-11-03T06:19:02-08:00 2014-12-31 STEVEN MOSKOWITZ CPA PC 660 WHITE PLAINS RD 5TH FL TARRYTOWN NY 105915187 990PF 2014-01-01 200703467 SBW FOUNDATION SBWF 8603461570 C/O SUSAN WASCH-PO BOX 1502 MIDDLETOWN CT 06457 SUSAN B WASCH OFFICER 8603461570 2015-11-03 true STEVEN MOSKOWITZ CPA 9143666714 2015-11-03 2014 2016-03-07 17:11:31Z X 1436478 X X 161 161 22310 22310 22309 163483 22309 6978 4379 51758 49159 3940 1970 1970 2800 2800 4 4 3741 1321 69 44 25 10554 6139 1995 74450 74450 85004 6139 76445 -33246 43020 6384 5524 5524 91910 42941 42941 694197 710780 1388013 792491 759245 1436478 0 X 792491 759245 792491 759245 792491 759245 792491 -33246 759245 759245 STATE STREET SECURITIES TRANSACTIONS P 2013-01-01 2014-07-01 160287 0 141173 19114 0 0 0 19114 CAPITAL GAIN DISTRIBUTION-STATE STREET P 2013-01-01 2014-12-31 2120 0 0 2120 0 0 0 2120 CAPITAL GAIN FROM PASS THRU ENTITY P 2013-01-01 2014-12-31 1075 0 0 1075 0 0 0 1075 22309 false 81479 1348327 0.060430 76432 1181459 0.064693 67061 1172838 0.057178 65640 1048714 0.062591 63384 934810 0.067804 0.312696 0.062539 1469537 91903 430 92333 76445 860 0 860 860 1400 1400 -1400 X 23 517 517 false false false false false false false true true CT true false false false false true N/A SUSAN B WASCH 8603461570 150 COLEMAN ROAD MIDDLETOWN CT 065475065 false false false false false false false false false false false false false false false false false false false false 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 NONE 0 NONE 0 1405585 86331 0 1491916 1491916 22379 1469537 73477 73477 860 860 72617 72617 72617 76445 76445 76445 72617 34835 81479 116314 76445 72617 3828 120142 0 120142 34835 81479 3828 SUSAN B WASCH NA SUSAN B WASCH 150 COLEMAN ROAD MIDDLETOWN CT 064575065 8603461570 N/A N/A N/A FOCUS PO BOX 1027 NEW CANAAN CT 06840 EXEMPT RELIGIOUS INSTITUTIONFURTHER PURPOSE OF 1000 0 CHURCH OF THE HOLY TRINITY 381 MAIN STREET MIDDLETOWN CT 06457 EXEMPT RELIGIOUS INSTITUTIONFURTHER PURPOSE OF 20000 0 METROPOLITAN OPERA LINCOLN CENTER NY NY 10023 EXEMPT PERFORMING ARTSFURTHER PURPOSE OF 2500 0 SMITH COLLEGE COMSTOCK SCHOLARS PROGRAM NORTHAMPTON MA 01063 EXEMPT ADA COMSTOCKTO SUPPORTFUND 2000 0 WESLEYAN UNIVERSITY 318 HIGH STREET MIDDLETOWN CT 06457 EXEMPT WASCH CENTERTO SUPPORT THEENDOWMENT 25000 0 CT PUBLIC BROADCASTING NETWORK 1049 ASYLUM AVENUE HARTFORD CT 06105 EXEMPT PUBLIC BROADCASTINGFURTHER PURPOSE OF 2000 0 MIDDLESEX MEMORIAL HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 06457 EXEMPT MEDICINEFURTHER PURPOSE OF 5000 0 UNITED WAY OF MIDDLESEX COUNTY 100 RIVERVIEW CENTER MIDDLETOWN CT 06457 EXEMPT COMMUNITY SERVICEFURTHER PURPOSE OFPROJECTS 1000 0 NATIONAL COUNCIL ON AGING INC 1901 L STREET NW 4TH FLOOR WASHINGTON DC 20036 EXEMPT IMPROVING THE LIVESFURTHER PURPOSE OFOF OLDER ADULTS 500 0 COLUMBIA GRADUATE SCHOOL OF BUSINESS 3022 BROADWAY ROOM 101 NYC NY 10027 EXEMPT EDUCATIONFURTHER PURPOSE OF 500 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 0 CONCORDIA COLLEGE 171 WHITE PLAINS ROAD BRONXVILLE NY 10708 EXEMPT WASCH KLEMMTO FUND THE HELENSCHOLARSHIP 1000 0 JONAH CENTER PO BOX 854 MIDDLETOWN CT 06457 EXEMPT & PRESERVING ECOLOGICALLYFURTHER PURPOSE OF RESTORINGAREAS IN MIDDLETOWN CT 700 0 MIDDLESEX LAND TRUST 27 WASHINGTON STREET MIDDLETOWN CT 06457 EXEMPT & PRESERVING ECOLOGICALLYFURTHER PURPOSE OF RESTORINGAREAS IN MIDDLETOWN CT 250 0 THE MASTERS SCHOOL 49 CLINTON AVENUE DOBBS FERRY NY 10522 EXEMPT DEVELOPMENT AND SABBATICALTO FUND FACULTYINITIATIVES 5000 0 MIDDLESEX COMMUNITY FOUNDATION 211 SOUTH MAIN STREET MIDDLETOWN CT 06457 EXEMPT USING RESOURCES TO SUPPORTFURTHER PURPOSE OFPOSITIVE IMPACT IN COMMUNITY 5000 0 COLUMBIA UNIVERSITY PO BOX 1385 NEW YORK NY 10008 EXEMPT PARKINSON'S RESEARCHTO SUPPORT THE WATERSFUND 500 0 THE CONNECTION 79 MAPLE STREET SUMMIT NJ 07901 EXEMPT HAS THE MISSION OF FOSTERINGNON-PROFIT ORGANIZATION THATCOMPUTER PROGRAMS 1000 0 INDIAN HILL CHAPEL RESTORATION 383 WASHINGTON ST MIDDLETOWN CT 06457 EXEMPT RESTORATION OFTO FUNDGOTHIC CHAPEL 1000 74450 14 161 14 22310 15 3980 18 22309 FROM PASS THRU ENTITY 14 399 49159 49159 false false false false false false false false false false STEVEN MOSKOWITZ CPA PC ACCOUNTING 3940 1970 1970 STATE STREET SECURITIES TRANSACTIONS Purchased 2014-07 160288 141174 19114 CAPITAL GAIN DISTRIBUTION 2014-12 Purchased 2120 2120 CAPITAL GAIN FROM PASS THRU ENTITY Purchased 2014-12 1075 1075 PORTFOLIO INVESTMENTS 710780 1388013 PO BOX FEE 50 25 25 PORTFOLIO DEDUCTIONS FROM PASS THRU ENTITY 19 19 ORDINARY INCOME FROM PASS THRU ENTITY 399 399 ROYALTIES 3980 3980 CHANGE IN UNREALIZED GAIN 2599 STATE STREET BANK CUSTODY FEE 661 661 STATE STREET BANK INV ADVISORY FEES 2097 2097 STATE STREET BANK ADR FEES 42 42 FEDERAL TAXES 2420 FOREIGN TAXES 699 699 ROYALTY EXPENSES 622 622