CORNOLIA COGSWELL ROSSI FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CORNOLIA COGSWELL ROSSI FOUNDATION INC (EIN 20-1420345)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201541339349100449
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)
Return2015-05-13T11:22:54-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201420345EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cornelia Cogswell Rossi Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCORNBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personcharles b kaufmann IIIPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,109,235FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,228InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,228InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$324,448DividendsRevAndExpnssAmt
Dividends Net Invst Incm$324,448DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$413,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,300,370GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$542,228CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$741,593TotalRevAndExpnssAmt
Total Net Invst Incm$869,904TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$56,949LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$56,949LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$70,631OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70,631OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$9,231TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$65,258OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$65,258OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$202,069TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70,631TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$122,207TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,845,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,845,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,047,069TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70,631TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,967,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,305,476ExcessRevenueOverExpensesAmt
Net Investment Income$799,273NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,369,577SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,217,099SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,217,099SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$406,158USGovernmentObligationsBOYAmt
Corporate Stock BOY$5,894,488CorporateStockBOYAmt
Corporate Stock EOY$5,630,061CorporateStockEOYAmt
Corporate Stock EOYFMV$10,837,847CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,477,544CorporateBondsBOYAmt
Corporate Bonds EOY$2,995,131CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,054,289CorporateBondsEOYFMVAmt
Total Assets BOY$13,147,767TotalAssetsBOYAmt
Total Assets EOY$11,842,291TotalAssetsEOYAmt
Total Assets EOYFMV$17,109,235TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$13,147,767RetainedEarningBOYAmt
Retained Earning EOY$11,842,291RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,147,767TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,842,291TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,147,767TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,842,291TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,147,767TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,305,476ExcessRevenueOverExpensesAmt
Subtotal$11,842,291SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,842,291TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$2,300,370GrossSalesPriceAmt
Cost Or Other Basis$1,758,142CostOrOtherBasisAmt
Gain Or Loss$542,228GainOrLossAmt
Gains Minus Excess Or Losses$542,228GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$542,228CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,145,378AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,562,222NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065218DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,876,508AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$17,613,395NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.106539DistributionYr2Rt
Adjusted Qlfy Distri Yr3$898,011AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$17,736,818NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05063DistributionYr3Rt
Adjusted Qlfy Distri Yr4$810,329AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$17,051,253NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047523DistributionYr4Rt
Adjusted Qlfy Distri Yr5$456,912AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,961,620NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.028626DistributionYr5Rt
Total Distribution0.298536TotalDistributionRt
Average Distribution0.059707AverageDistributionRt
Net Vl Noncharitable Assets$17,595,176NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,050,555AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,993NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,058,548AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,967,207QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,993InvestmentIncomeExciseTaxAmt
Subtotal$7,993SubtotalAmt
Tax Based On Investment Income$7,993TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,896EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,896TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$97TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Charles B Kaufmann III
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres4.0$0
John R Raben Jr
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Treas1.0$0
Laurie A Warren
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Sec1.0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
LEGG MASON
640 FIFTH AVENUE 9TH FLOORNEW YORKNY10019Investment MGT$62,015
Foundation Source
55 Walls Drive 3RD FLOORFairfieldCT06824Administrative$65,208
Shipman & Goodwin LLP
289 Greenwich AvenueGREENWICHCT06830legal$56,949
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,082,008AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,781,115AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,863,123TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,863,123AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$267,947CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,595,176NetVlNoncharitableAssetsAmt
Minimum Investment Return$879,759MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$879,759MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,993TaxBasedOnInvestmentIncomeAmt
Total Tax$7,993TotalTaxAmt
Distributable Before Adj$871,766DistributableBeforeAdjAmt
Distributable Before Ded$871,766DistributableBeforeDedAmt
Distributable As Adjusted$871,766DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,967,207ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,967,207QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,993PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,959,214AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$871,766DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr2$562,906ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$282,937ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$845,843TotalExcessDistributionCyovAmt
Qualifying Distributions$1,967,207QualifyingDistributionsAmt
Applied To Current Year$871,766AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,095,441RemainingDistriFromCorpusAmt
Total Corpus$1,941,284TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,941,284ExcessDistriCyovToNextYrAmt
Excess From Year2$562,906ExcessFromYear2Amt
Excess From Year1$282,937ExcessFromYear1Amt
Excess From Current Year$1,095,441ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS THERAPY DEVELOPMENT FOUNDATION INC
300 TECHNOLOGY SQ STCAMBRIDGEMA02139N/APCGeneral & Unrestricted$1,500
ALUMNAE ASSOCIATION OF BARNARD COLLEGE
VAGELOS CTR 3009 BROADWAYNEW YORKNY10027N/APCGeneral & Unrestricted$1,000
AMERICAN NATIONAL RED CROSS - GREENWICH CHAPTER
99 INDIAN FIELD RDGREENWICHCT06830N/APCSouthern United States tornado relief Project$25,000
AMERICAN SCHOOL FOR THE DEAF
139 N MAIN STWEST HARTFORDCT06107N/APCGeneral & Unrestricted$10,000
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT06902N/APCSouthern United States tornedo relief Project$25,000
AMERICARES FREE CLINIC INC
88 HAMILTON AVESTAMFORDCT06902N/APCAmeriCares Free Clinic of Stamford Project$25,000
BERKSHIRE SCHOOL INC
245 N UNDERMOUNTAIN RDSHEFFIELDMA01257N/APCGeneral & Unrestricted$15,000
BERKSHIRE SCHOOL INC
245 N UNDERMOUNTAIN RDSHEFFIELDMA01257N/APCthe parents fund in honor of Hannah Honan '15$10,500
BREAST CANCER ALLIANCE INC
48 MAPLE AVEGREENWICHCT06830N/APCGeneral & Unrestricted$4,500
BRUCE MUSEUM INC
1 MUSEUM DRGREENWICHCT06830N/APCGeneral & Unrestricted$1,000
BUCKLEY SCHOOL IN THE CITY OF NEW YORK
113 E 73RD STNEW YORKNY10021N/APCCentennial Building Campaign$10,000
CAMDEN PUBLIC LIBRARY
55 MAIN STCAMDENME04843N/APCGeneral & Unrestricted$1,500
CAMP SUNSHINE AT SEBAGO LAKE INC
35 ACADIA RDCASCOME04015N/APCGeneral & Unrestricted$50,000
CHILDREN OF FALLEN PATRIOTS FOUNDATION
419 3RD ST NJACKSONVILLE BEACHFL32250N/APCGeneral & Unrestricted$4,000
COMMUNITY CENTERS INC
61 E PUTNAM AVEGREENWICHCT06830N/APCCharitable Event$2,500
CONNECTICUT FOOD BANK INC
PO BOX 8686NEW HAVENCT06512N/APCGeneral & Unrestricted$2,500
CONNECTICUT FRIENDS FOR ALS RESEARCH
PO BOX 146GLASTONBURYCT06033N/APCGeneral & Unrestricted$1,000
CONNECTICUT POLICY INSTITUTE
129 CHURCH ST STE 510NEW HAVENCT06510N/APCGeneral & Unrestricted$5,000
EAST COAST ASSISTANCE DOGS INC
PO BOX 831TORRINGTONCT06790N/APCGeneral & Unrestricted$1,500
FOOD BANK OF LOWER FAIRFIELD COUNTY INC
461 GLENBROOK RDSTAMFORDCT06906N/APCGeneral & Unrestricted$4,500
FRIENDS OF ACADIA
PO BOX 45BAR HARBORME04609N/APCGeneral & Unrestricted$50,000
FRIENDS OF NATHANIEL WITHERELL INC
70 PARSONAGE RDGREENWICHCT06830N/APCGeneral & Unrestricted$3,000
GOODWILL INDUSTRIES OF WESTERN CONNECTICUT INC
165 OCEAN TERBRIDGEPORTCT06605N/APCGeneral & Unrestricted$2,500
GREENWICH ADULT DAY CARE INC
125 RIVER RD EXTCOS COBCT06807N/APCGeneral & Unrestricted$3,000
GREENWICH COMMUNITY PROJECTS FUND INC
44 AMOGERONE CROSSWAY NO 8005GREENWACHCT06863N/APCGeneral & Unrestricted$1,000
GREENWICH COMMUNITY PROJECTS FUND INC
44 AMOGERONE CROSSWAY NO 8005GREENWACHCT06863N/APCCos Cob 9/11 Memorial Project$1,000
GREENWICH COUNTRY DAY SCHOOL INC
PO BOX 623GREENWICHCT06836N/APCGeneral & Unrestricted$10,000
GREENWICH HISTORICAL SOCIETY INC
39 STRICKLAND RDCOS COBCT06807N/APCGeneral & Unrestricted$1,000
GREENWICH HISTORICAL SOCIETY INC
39 STRICKLAND RDCOS COBCT06807N/APCGreenwich Faces the Great War Program$1,000
GREENWICH HOSPITAL
5 PERRYRIDGE RDGREENWICHCT06830N/APCGeneral & Unrestricted$1,500
GREENWICH LIBRARY
101 W PUTNAM AVEGREENWICHCT06830N/APCGeneral & Unrestricted$6,000
GREENWICH SYMPHONY ORCHESTRA INC
PO BOX 35GREENWICHCT06836N/APCGeneral & Unrestricted$3,000
HOSPITAL FOR SPECIAL SURGERY FUND INC
535 E 70TH STNEW YORKNY10021N/APCGeneral & Unrestricted$1,500
ISLAND CONNECTIONS
15 EAGLE LAKE RDBAR HARBORME04609N/APCGeneral & Unrestricted$15,000
ISLAND INSTITUTE
386 MAIN STROCKLANDME04841N/APCGeneral & Unrestricted$15,000
JACKSON LABORATORY
600 MAIN STBAR HARBORME01001N/APCthe Connie Cogswell Rossi Neuro-Behavioral Biometry Center$350,000
KIDS IN CRISIS INC
1 SALEM STCOS COBCT06807N/APCGeneral & Unrestricted$2,500
LEWA WILDLIFE CONSERVANCY USA
40 MARIN VIEW AVEMILL VALLEYCA94941N/APCGeneral & Unrestricted$5,000
LIFEFLIGHT OF MAINE LLC
43 WHITING HILL RD STE 400BREWERME04412N/APCGeneral & Unrestricted$25,000
MAINE PRO MUSICA
PO BOX 883ROCKPORTME04856N/APCGeneral & Unrestricted$1,000
MAINE SEA COAST MISSIONARY SOCIETY
127 W STBAR HARBORME04609N/APCGeneral & Unrestricted$25,000
MARINE TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRTRIANGLEVA22172N/APCGeneral & Unrestricted$1,000
MASSACHUSETTS GENERAL HOSPITAL
100 CAMBRIDGE ST STE 1310BOSTONMA02114N/APCLeadership Council For Psychiatry Fund$5,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065N/APCGeneral & Unrestricted$2,500
MOUNT DESERT ISLAND HOSPITAL
PO BOX 8BAR HARBORME04609N/APCGeneral & Unrestricted$30,000
MOUNT DESERT NURSING ASSOCIATION
PO BOX 397NORTHEAST HARBORME04662N/APCGeneral & Unrestricted$10,000
NEIGHBOR TO NEIGHBOR INC
248 E PUTNAM AVEGREENWICHCT06830N/APCGeneral & Unrestricted$1,000
NORTH HAVEN FOUNDATION
PO BOX 664ROCKLANDME04841N/APCGeneral & Unrestricted$10,000
NORTHEAST HARBOR AMBULANCE SERVICE INC
PO BOX 122NORTHEAST HARBORME04662N/APCGeneral & Unrestricted$15,000
NYU LANGONE MEDICAL CENTER
1 PARK AVE 17TH FLNEW YORKNY10016N/APCStephen E. Banner Fund for Lung Cancer Research$2,500
OLD TIMERS ATHLETIC ASSOCIATION OF GREENWICH CT
2001 W MAIN ST STE 128STAMFORDCT06902N/APCGeneral & Unrestricted$1,500
PATHWAYS INC
175 MILBANK AVEGREENWICHCT06830N/APCGeneral & Unrestricted$1,000
PERROT MEMORIAL LIBRARY ASSOCIATION OF OLD GREENWI
90 SOUND BEACH AVEOLD GREENWICHCT06870N/APCGeneral & Unrestricted$500
SALVATION ARMY - GREATER HARTFORD AREA SERVICES
217 WASHINGTON STHARTFORDCT06106N/APCGeneral & Unrestricted$1,500
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY E STE 400FAIRFIELDCT06825N/APCGeneral & Unrestricted$1,000
SHELTER FOR THE HOMELESS INC
137 HENRY ST STE 505STAMFORDCT06902N/APCGeneral & Unrestricted$5,000
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607N/APCMedical Services Fund$1,000
SOUND WATERS INC
COVE ISLAND PARK 1281 COVE RDSTAMFORDCT06902N/APCGeneral & Unrestricted$1,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PL MSC 509MEMPHISTN38105N/APCGeneral & Unrestricted$2,000
THE MARITIME AQUARIUM AT NORWALK INC
10 N WATER STSOUTH NORWALKCT06854N/APCGeneral & Unrestricted$3,500
THE TRANSPORTATION ASSOCIATION OF GREENWICH INC
13 RIVERSIDE AVERIVERSIDECT06878N/APCGeneral & Unrestricted$1,000
THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC
800 CONNECTICUT BLVD STE 302EAST HARTFORDCT06108N/APCGeneral & Unrestricted$3,500
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY
622 W 113TH ST MC4520NEW YORKNY10025N/APCCarroll Adams scholarship fund$2,000
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STANDOVERMA01810N/APCGeneral & Unrestricted$10,000
VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY
PO BOX 489WILTONCT06897N/APCGeneral & Unrestricted$2,500
WATERSIDE SCHOOL INC
770 PACIFIC STSTAMFORDCT06902N/APCGeneral & Unrestricted$7,000
WIDENER UNIVERSITY
ONE UNIVERSITY PLCHESTERPA19013N/APCOskin Leadership Institute Project$10,000
WILLIAM F BUCKLEY JR PROGRAM AT YALE
PO BOX 204539NEW HAVENCT06520N/APCGeneral & Unrestricted$1,500
WWP INC - WOUNDED WARRIOR PROJECT INC
4899 BELFORT RD STE 300JACKSONVILLEFL32256N/APCGeneral & Unrestricted$5,500
YALE ALUMNI CHORUS FOUNDATION INC
1140 CHAPEL STNEW HAVENCT06511N/APCGeneral & Unrestricted$2,500
Yale Law School Yale Law School Fund
PO BOX 208341New HavenCT06519N/APCAudiovisual equipment in the Law School faculty Lounge$10,000
YALE NEW HAVEN HOSPITAL
20 YORK STNEW HAVENCT06510N/APCGeneral & Unrestricted$1,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521N/APCYale Art Gallery, Gallery of Art of the Ancient Americas$400,000
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521N/APCBrewster Papers Project$2,500
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521N/APCHendrie Hall Renovation Project$500,000
YELLOWSTONE PARK FOUNDATION INC
222 E MAIN ST STE 301BOZEMANMT59715N/APCAnnual Fund$10,000
YELLOWSTONE PARK FOUNDATION INC
222 E MAIN ST STE 301BOZEMANMT59715N/APCWilderness Forever Fund$50,000
ZELIENOPLE HISTORICAL SOCIETY
243 S MAIN STZELIENOPLEPA16063N/APCGeneral & Unrestricted$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,845,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,228ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$324,448ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$413,917ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$741,593ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$741,593TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC BOND - 0.900% - 02/12$100,396$99,974
BERKSHIRE HATHAWAY INC - 3.200$256,298$250,715
CITIGROUP INC - 6.010% - 01/15$101,239$100,142
CR BARD INC - 2.875% - 01/15/2$250,365$255,458
EBAY INC - 1.625% - 10/15/2015$237,540$251,925
GOLDMAN SACHS - 3.625% - 02/07$268,890$256,570
HSBC FIN CORP - 5.000% - 06/30$243,608$255,044
MEDTRONIC INC - 3.000% - 03/15$262,718$251,107
PEPSICO INC - 5.000%% - 06/01/$282,479$330,592
RABOBANK NEDERLAND - 2.125% -$239,210$253,001
TEXAS INSTRS INC - 0.450% - 08$300,079$300,330
TRANS-CANADA PIPELINES 0.750%$100,177$99,721
UNITEDHEALTH GROUP INC - 1.40%$251,943$249,755
VERIZON COMMUNICATIONS 0.7% 11$100,189$99,955

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC.$56,863$130,880
AFLAC INC.$90,940$122,180
AIR PRODS & CHEM INC.$114,700$288,460
ALTRIA GROUP INC$57,616$157,664
AMERICAN EXPRESS CO$80,016$232,600
APPLE INC.$43,784$386,330
BANK OF AMERICA CORP$61,035$53,670
BAXTER INTERNATIONAL INC.$58,940$73,290
BORG WARNER INC.$80,309$82,425
BROADCOM CORPORATION$68,440$173,320
CERNER CORPORATION$80,623$96,990
CHEVRON CORP$144,590$224,360
CISCO SYSTEMS INC$104,580$166,920
COVIDIEN LTD$64,588$204,560
CVS CAREMARK CORP.$135,203$433,395
DEERE CO$55,771$132,705
EMERSON ELECTRIC CO.$95,085$185,190
EXPRESS SCRIPTS HOLDING CO.$119,547$338,680
EXXON MOBIL CORP$219,104$277,350
FREEPORT-MCMORAN COPPER & GOLD$54,490$93,440
GENERAL ELECTRIC CO$134,568$181,944
GILEAD SCIENCES INC$90,449$377,040
HARBOR FDS INTL FD$462,310$657,826
HOME DEPOT INC.$38,241$188,946
INTERNATIONAL BUSINESS MACHINE$85,480$160,440
JOHNSON & JOHNSON$118,770$209,140
JP MORGAN CHASE & CO$125,608$209,643
LAZARD EMERGING MARKETS EQUITY$103,653$90,994
LOWES COMPANIES INC.$68,989$206,400
MCDONALD'S CORP$54,890$93,700
MONDELEZ INTERNATIONAL INC$40,866$80,435
MONSANTO CO$130,418$179,205
NATL OILWELL VARCO$174,428$294,885
NETAPP, INC.$66,500$207,250
NEXTERA ENERGY, INC$135,045$318,870
NORTHEAST UTIL$120,814$267,600
PACCAR INC$59,771$153,023
PARKER HANNIFIN CP$72,960$257,900
PEPSICO INC$165,615$283,680
PFIZER INC.$116,900$218,050
PHILIP MORRIS INTL$104,863$203,625
PRAXAIR INC.$105,392$220,252
PROCTER GAMBLE CO$128,260$182,180
QUALCOMM INC$126,455$148,660
SCHLUMBERGER LTD$185,405$298,935
TARGET CORPORATION$120,690$151,820
TETRA TECH INC$132,808$133,500
TJX COMPANIES INC$89,023$102,870
UNITED TECHNOLOGIES CORP$102,110$230,000
VERIZON COMMUNICATIONS$57,232$95,805
VMWARE INC$90,721$82,520
WAL-MART STORES INC.$54,050$85,880
WELLS FARGO & CO.$99,118$191,870
YUM BRANDS INC$81,435$218,550

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral ConsultationsCategoryTxt
Legal Fees$56,949LegalFeesAmt
Disbursements Charitable Prps$56,949DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$65,208$65,208
State or Local Filing Fees$50$50

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$70,631Amt
Net Investment Income$70,631NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$7,700
990-PF Extension for 2013$1,531

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