SMILOW FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SMILOW FOUNDATION (EIN 06-6299809)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-12
- IRS object ID
- 201532249349100748
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T16:44:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061415579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capossela Cohen LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 368 Center Street | AddressLine1Txt |
| City | Southport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | 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 | 066299809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel E Smilow Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 2032213068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 Post Road East Suite 105 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joel E Smilow | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2032213068 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nathaniel S Yordon CPA | PreparerPersonNm |
| PTIN | P00045695 | PTIN |
| Phone | 2032547000 | PhoneNum |
| Preparation | 2015-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,392,466 | 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 | $25,202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,902 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $110,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,807 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,191 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $992,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $992,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $996,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $992,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$885,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,397,117 | CashBOYAmt |
| Cash EOY | $5,532,475 | CashEOYAmt |
| Cash EOYFMV | $5,532,475 | CashEOYFMVAmt |
| US Government Obligations BOY | $269,728 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $269,728 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $330,962 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,520,294 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,514,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,529,029 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,187,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,316,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,392,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,187,139 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,316,884 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,187,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,316,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,187,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,316,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,187,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$885,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,559 | OtherIncreasesAmt |
| Subtotal | $7,322,498 | SubtotalAmt |
| Other Decreases | $5,614 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,316,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Silverpoint Capital Partners - Distribution | P | $16,997 | $16,997 | $16,997 |
| Capital Gains Dividends | P | $905 | $905 | $905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,902 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,295,276 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,260,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.277850 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,622,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,814,519 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.936645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,437,721 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,683,729 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.151550 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,202,003 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,631,614 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,837,570 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,287,491 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058732 | DistributionYr5Rt |
| Total Distribution | 1.529310 | TotalDistributionRt |
| Average Distribution | 0.305862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,631,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,334,118 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,076 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,335,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $992,816 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,848 | OverpaymentAmt |
| Applied To ES Tax | $7,848 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Mr Joel E Smilow | IndividualWithBooksNm |
| Phone | 2032213068 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 Post Road East-Suite 105 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Joel E Smillow | ||||||||
| 830 post Road East Suite 105 | Westport | CT | 06880 | Manager | 0.00 | $0 | $0 | $0 |
| Deborah Berger | ||||||||
| 830 Post Road East Suite 105 | Westport | CT | 06880 | Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,854,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,893,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,747,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,747,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,631,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $381,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $381,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,152 | TotalTaxAmt |
| Distributable Before Adj | $379,412 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $379,412 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $379,412 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $992,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $992,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $992,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $379,412 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $279,013 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,718,450 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,312,615 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,687,615 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,887,543 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,885,236 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $992,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $379,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $613,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,498,640 | 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 | $279,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,219,627 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,718,450 | ExcessFromYear4Amt |
| Excess From Year3 | $2,312,615 | ExcessFromYear3Amt |
| Excess From Year2 | $16,687,615 | ExcessFromYear2Amt |
| Excess From Year1 | $1,887,543 | ExcessFromYear1Amt |
| Excess From Current Year | $613,404 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joel E Smillow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|
| A Better Chance of Westport Inc | ||||||
| PO Box 2153 | Westport | CT | 06880 | PC | General Operating Support | $12,500 |
| American Liver Foundation | ||||||
| 39 Broadway Suite 2700 | New York | NY | 10006 | PC | General Operating Support | $500 |
| Boys & Girls Club of Coachella Valley | ||||||
| 42-600 Cook Street Suite 120 | Palm Desert | CA | 92211 | PC | General Operating Support | $300,000 |
| Boys & Girls Club of Lower Naugatuck | ||||||
| One Positive Place | Shelton | CT | 06484 | PC | General Operating Support | $25,000 |
| Johns Hopkins University School of Medicine | ||||||
| 733 North Broadway | Baltimore | MD | 21205 | PC | General Operating Support | $250,000 |
| McCallumn Theater | ||||||
| 73000 Fred Waring Drive | Palm Desert | CA | 92260 | PC | General Operating Support | $10,000 |
| Mid Fairfield Child Guidance Center | ||||||
| 100 East Avenue | Norwalk | CT | 06851 | PC | General Operating Support | $500 |
| National Parks Conservation Assoc | ||||||
| 777 6th Street NW Suite 700 | Washington | DC | 200013723 | PC | General Operating Support | $500 |
| NYU Langone Medical Center | ||||||
| One Park Avenue 17th Floor | New York | NY | 10016 | PC | General Operating Support | $25,000 |
| Palm Springs Friends of Philharmonic | ||||||
| PO Box 12770 | Palm Springs | CA | 922582770 | PC | General Operating Support | $5,000 |
| Philanthropy Roundtable | ||||||
| 1730 M Street NW Suite 601 | Washington | DC | 20036 | PC | General Operating Support | $2,000 |
| Temple Israel | ||||||
| 14 Coleytown Road | Westport | CT | 06880 | PC | General Operating Support | $11,216 |
| The Gilder Lehrman Institute of American History | ||||||
| 49 W 45th Street 6th Floor | New York | NY | 10036 | PC | General Operating Support | $15,000 |
| Virginia Waring International Piano Comp | ||||||
| 73-710 Fred Waring Drive 201 | Palm Desert | CA | 92260 | PC | General Operating Support | $500 |
| West Point Association of Graduates | ||||||
| 698 Mills Road | West Point | NY | 10996 | PC | General Operating Support | $1,000 |
| Westport Country Playhouse | ||||||
| 25 Powers Court | Westport | CT | 06880 | PC | General Operating Support | $2,500 |
| Westport County Playhouse | ||||||
| 25 Powers Court | Westport | CT | 06880 | PC | General Operating Support | $5,000 |
| Yale University | ||||||
| 157 Church Street | New Haven | CT | 06510 | PC | General Operating Support | $150,000 |
| Yankee Institute for Public Policy | ||||||
| 800 Connecticut Blvd Suite 302 | East Hartford | CT | 06018 | PC | General Operating Support | $250 |
| Sch Academy | ||||||
| 500 West Willow Grove Avenue | Philadelphia | PA | 19118 | PC | General operating support | $500 |
| Jewish Family Services | ||||||
| 325 Reef Road | Fairfield | CT | 06824 | PC | General operating support | $35,000 |
| Yale School of Drama | ||||||
| 1120 Chapel Street | New Haven | CT | 06511 | PC | General operating support | $2,500 |
| The Salvation Army | ||||||
| 14 Byington Place | Norwalk | CT | 06851 | PC | General operating support | $500 |
| National Dance Institute | ||||||
| 217 West 147th Street | New York | NY | 10039 | PC | General operating support | $1,000 |
| The Wild Center | ||||||
| 45 Museum Drive | Tupper Lake | NY | 12986 | PC | General operating support | $500 |
| Kaufman Music Center | ||||||
| 129 West 67th Street | New York | NY | 10023 | PC | General operating support | $2,500 |
| Jump Start | ||||||
| 308 Congress Street | Boston | MA | 02210 | PC | General operating support | $1,500 |
| Wounded Warrior Project | ||||||
| 4899 Belfort Rd Suite 300 | Jacksonville | FL | 32256 | PC | General operating support | $100 |
| A Better Chance of Westport Inc | ||||||
| PO Box 2153 | Westport | CT | 06880 | PC | General operating support | $12,500 |
| USOC | ||||||
| One Olympic Plaza | Colorado Springs | CO | 80909 | PC | General operating support | $75,000 |
| Jewish Federation of North America | ||||||
| Wall Street Station PO Box 157 | New York | NY | 10268 | PC | General operating support | $25,000 |
| Saratoga War Horse Foundation | ||||||
| PO Box 461 | Saratoga Springs | NY | 12866 | PC | General operating support | $5,000 |
| Casa Milagro | ||||||
| 920 E Alhambra Rd | Alhambra | CA | 91801 | PC | General operating support | $10,000 |
| Sacred Heart Retreat House | ||||||
| 920 E Alhambra Rd | Alhambra | CA | 91801 | PC | General operating support | $250 |
| Boys & Girls Club of Athens | ||||||
| 705 Fourth Street | Athens | GA | 30601 | PC | General Operating Support | $1,000 |
| Kneseth Israel Synagogue | ||||||
| 1125 Spa Road | Annaplois | MD | 21403 | PC | General Operating Support | $2,000 |
| SLI | ||||||
| 920 E Alhambra Rd | Alhambra | CA | 91801 | PC | General Operating support | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $992,816 | 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 | $25,202 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,590 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,902 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,807 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,845 Shs Ishares Brazil | $295,882 | $213,752 |
| 16,350 Shs Ishares China | $600,546 | $680,487 |
| 25,000 Shs Public Storage | $618,253 | $634,790 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $269,728 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $330,962 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IShares Brazil basis adjustment | Desc |
| Amt | $5,614 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Securites litigation payments | Desc |
| Revenue And Expenses Per Books | $113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income tax refund | Desc |
| Amt | $20,559 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $3,191 | Amt |
| Net Investment Income | $3,191 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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